Looking For Easy Ways To Feel More Confident About Your Money?
Read The Blog
Listen to The Podcast
Get The 1-Page Wealth Plan
Read The Book
Read The Blog (FREE)
On my blog, What The Wealth?!, I regularly share personal stories and some of the money management strategies I use with my one-on-one clients.
If you’re curious about taking control of your finances, it’s a great place to start.
Listen To The Podcast (FREE)
Every two weeks, I release a new episode of my podcast, What The Wealth. I cover topics like:
Organizing Your Finances (Episode 1)
How To Bounce Back From A Recession (Episode 6)
Seven Critical Numbers To Track For Financial Health (Episode 14)
Following Through On Your Dreams (Episode 25)
Money Management Mistakes (Episode 27)
And more!
Get The “1-Page Wealth Plan” (FREE)
Gaining financial confidence should be simple.
You shouldn’t need a bachelor’s degree in Finance to get control of your own finances. That’s why I created the “1-Page Wealth Plan.” It 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.
If you want to see how it works, click below for instant access to the “1-Page Wealth Plan” today.
Read The Book
In 2020, I released a book titled What The Wealth?!: A Guide to Financial Clarity for Professionals and Families.
Here’s what’s inside:
The “Financial Termite” eating away at your peace of mind, cash flow, and ability to invest in your future (and 2 effective ways to kill this termite and regain control of your finances)
Considering hiring a financial advisor? I’ll share with you exactly what a financial advisor does, when to hire one, and how to make sure you find an ethical one
The #1 thing my happiest retired clients have in common (It has NOTHING to do with money)
How to use the “3 bucket” strategy to neatly organize finances with your spouse — even if one of you has a higher income than the other
What percentage of your income should be dedicated to investments (PLUS, a simple rule-of-thumb you can use to allocate your investments)
And more!
Looking For Personalized Guidance To Help Maximize Your Finances?
Work With Me One-On-One
If you’re tired of trying to get control of your financial situation on your own…
Working one-on-one with me is a fast and easy way to help gain financial confidence about your money.
I’ll walk you through my 1-Page Wealth Plan and work with you to create a plan that seeks to maximize and properly manage your money, so you can take control of your financial future.
