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.
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)
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.
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)
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 the fastest and easiest way to get 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.