I knew nothing about personal finance. So, I:
- Chose a career in financial planning for the sole purpose of educating myself so I could set up my family for financial success.
- Became an advisor to manage others financial plans and successfully helped millionaires and multi-millionaires increase their wealth substantially.
- Left the traditional wealth management world to create custom financial strategies, FOR ANYONE, without the pressure to sell investment management or investment products.
- Coach Millennials one on one to craft a custom money and life strategy using Math and Mindset to support all of their life goals.