Reaching Financial Freedom is hard enough, bad advice makes it harder...

We can't help but be bombarded by countless images, reels and vids of fabulous wealth and success all over social media. If you are looking for the 'secret' or 'hack' to become financially independent, there is no shortage of people willing to sell it to you...


Thing is, building wealth is pretty straightforward and is based on principles that have been around a long time. There are always new shiny packages, but there's hardly ever anything new.


At the same time, you know there has to be a better way than what you are doing now. You are probably in a totally different financial situation than your family growing up. It's a blessing, but it also means you don't have anybody around you to teach you what to do with your money. So what do you do?? How do you not waste this opportunity and really make the most of what you have?


You go to Google, Reddit, YouTube and TikTok to find answers. There's great info out there all over (and a TON of bad), but you are still nowhere closer to taking meaningful action and making serious progress towards your goals. 


Honestly, who cares about information and knowledge if it doesn't get to a certain outcome? I can tell you pretty much everything about taxes, retirement, cash flow, insurance, trusts and wills, investments, etc, etc. But ultimately, that stuff doesn't matter, as long as you are able to get your desired outcome.


That's why I'm here. I help Millennials get the financial outcomes they want. Stuff like: 


Traveling more

Becoming work optional

Buying that new dream house

Spending more time with their family

Spending money living life without the stress


I've helped thousands of people gain clarity and confidence around their money and take drastic steps towards financial independence. If you need help, check out the links about.



Who is Dave Lowell?

In 2014 I was graduating college with a degree in Arabic and Middle Eastern Studies and I realized I didn't know anything about money.

So I got a job at Fidelity Investments so I could learn everything I could about investing and building wealth.

I discovered that I loved learning about it, was good at it, and people like me needed help.

I started pursuing the Certified Financial Planner designation and helped thousands of people sort through their financial questions and find solutions.

In 1 year I was promoted 4 times and tripled my income.

Then, in 2016 I was head hunted by a small wealth management firm to build out their financial planning offering.

Over the next 2.5 years:

- I finished the rigorous requirements to become a CFP pro
- Created a financial planning process that added millions of dollars of net worth to our clients
- 3X the assets of the firm

The number 1 thing I learned is that planning often has a higher ROI for clients than investment management.

That was when I saw a HUGE problem: The financial services industry was leaving a lot of people behind.

The vast majority of advisors are playing one of two games:

1. Get more assets under management

2. Sell as many products to as many people as possible

This means the best advisors only help those who already have a ton of money (older people), and the rest only do enough "planning" to present their product as the solution.

You don't need that. You need a comprehensive financial game plan that gets you what you want. You need conflict free advice that gets you to where you want to be as efficiently as possible.

If that resonates with you, reach out and let me know how I can help you.



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