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Work with Me

My structured, three-step process to take you from “I need HELP!” to empowered investor.

Great if you:

  1. Are totally terrified of finance and feel completely out of your depth.

  2. Want to achieve financial independence but have no clue where to start.

  3. Are curious about personal finance and want a concise, one-stop-shop guide.

Great if you:

  1. Have personal finance questions but aren’t sure who to ask or where to turn.

  2. Love binging podcast episodes and want a comprehensive personal finance education.

  3. Feel pretty comfortable with personal finance basics and want the more nuanced, “201-level” stuff.

Great if you:

  1. Have savings, small or large.

  2. Know that investing well (i.e., buying low and selling high) is a powerful way to build wealth.

  3. Are too busy to study the markets and figure out the investing thing on your own.