Designing your dream life while helping you pay less taxes
Turns out that success wave wasn’t a wave after all, and years later it’s still going strong. Which means your “grown up business” now comes with “grown up responsibilities” like trying to get benefits to the team you adore, projecting cash flow, and visits from good ol’ Uncle Sam.
You always knew you were meant for more, so when you started earning more you, well, went out and got more. Suddenly you’re realizing six to seven figures in annual revenue doesn’t mean so much when you’re still living quarter to quarter, and you would like to keep this cushy life you’ve grown accustomed to.
Okay, yes you knew it would happen. We all know that our family members get old, but suddenly you looked up and it happened much faster than you thought. Maybe it was that fall that happened last year, or that new outrageously priced medicine they now have to take, but you’re suddenly realizing you’re gonna be responsible for those you love pretty soon (and even for what happens after they’re gone).
Like that time your favorite podcast had a finance guru guest… you didn’t even skip the episode.
Uh huh, it’s giving growth, honey.
Or that time you joined that Facebook group for “Impact makers learning to invest”.
Yes, boss. Save that world and make that coin.
or as cringy as Scrooge McDuck diving into a money pit.
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aligned
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peaceful
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secure
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empowered
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liberated
It’s just about working with someone who gets you
That ranch with its own cutting room floor that’s landed its way onto all your vision boards? That dream home that doubles as a retreat space? Getting to retire your spouse, parents, and your next door neighbor? My approach combines your financial security with personal development, providing methods that guarantee you’re investing in a fulfilling life rather than merely retirement savings. Learn more about the process
Your team is like your family, your closest friends, and there’s no reason why working with a financial planner should be any different. I’m here to help, not just give advice, as we work to mend your relationship with money. Together, we’ll explore what your spending and saving patterns tell us about your priorities so that you can make financial decisions that truly reflect who you are and what you want to become. Learn more about your new BFF
Your financial plan is designed with you in mind in every way. I guarantee that your financial blueprint is just as distinctive as that last tattoo you got, offering customized investment advice and bespoke tax strategies. You are a partner in this journey towards financial independence and transparency, not a client. Get your tax life right, once and for all
