When It’s Time to Celebrate, It’s Time to Plan
We help middle-income individuals, couples and families prepare for their financial futures at peak life moments.
If you are...
Graduating from college
Starting a new Job
Buying a Home
...now’s the time to set yourself up for future financial contentment and stability.
Working with us is right for you if…
You want to get rid of financial stress.
And find a sense of freedom as you embrace a new life chapter.
You have a down-to-earth middle income mentality.
You know the value of a dollar. You’re more focused on achieving independence than the latest new shiny car.
You’re looking for sensible guidance from a smart, approachable person.
Not a stodgy “wealth manager” dressed to impress in a stiff suit.
You only want to pay for advice in a way that makes sense to you.
The idea of being “sold” products with hidden charges or commission products bothers you.
Hi, I’m John,
I bring over 30 years of experience in institutional finance, where I gained a breadth of knowledge I now apply to help people with their personal finances. While there, however, I saw some things I wasn’t happy with, like how many companies prioritized high-net-worth people over those who actually need help. Or how many created an overly pretentious experience that didn’t overly deliver for the best interest of their clients. I became tired of working to achieve corporate goals rather than having my main focus on achieving client goals.
I’m here to bridge that gap by serving middle-income people through easy-to-understand language, a fiduciary commitment to your goals (not a company’s goals), and a fun, gratifying process.”