Hi, I’m Jonathan

I Make Difficult Financial Topics Easy-To-Understand, So You Can Finally Take Control Of Your Financial Future.

Click below to get my “1-Page Wealth Plan” and discover how the most important pieces of your financial life fit on a single sheet of paper. (Yeah, really.)

Taking Control Of Your Finances

Is Easier Than You Think. I’ll Prove It.

Getting control of your money can feel overwhelming. Where should you start? How are you supposed to make sense of all the complicated topics around money? How do you even know you’re doing the right thing? 

The good news is that, with the right guidance, you actually can feel confident about your money situation…

And I’m here to help you do that.

You Can Buy Happiness.

And I Want To Help You Do It.

I don’t mean a yacht or a new Mercedes is going to solve all your problems. But I do mean you can use money to build a life you truly enjoy living. 

If you’ve struggled to get control of your money in the past, you’re in the right place.

Because I’m not here to lecture you or put you to sleep with complex financial jargon. I’m here to help you pursue your dreams.

*It’s probably not what you’re expecting

Want To Feel More Empowered

About Your Financial Situation?

If you want to feel more confident about your financial situation, you only need one thing. (And no, it’s not “more money…” but that does help.) 

What you really need is:


I know that’s not sexy. But I’m not here to give you “sexy.” I’m here to give you “honesty.” And I’m also here to give you some of my best advice — for free.

Get The Most Important Pieces Of Your Financial Life–On One Page. For FREE.

If you want to see how it works, click below for instant access to the “1-Page Wealth Plan” today.

*Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

1-Page Wealth Plan



You shouldn't need a bachelor's degree in Finance to get control of your own finances. This plan puts the most important pieces of your financial life on one sheet of paper. That way, you have a simple strategy to work towards financial freedom without getting overwhelmed.

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