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In the meantime take a look at the client testimonials below to learn more about me, how I work and what’s possible for you
Jordan & Ashley
"Having that coach and mentorship there and the ability to be candid around finances is something that's kind of a breath of fresh air. It's been nice to have somebody to lean on with our own thoughts and get really specific guidance we can act on."
Tim & Morgan
"Having that peace of mind of knowing we're on the right path...the stress that I didn't know was there is just taken off and I feel so much lighter and better."
Dallin & Erica
"Overall there's very tangible impacts like with 401(k)'s, HSA's, living trust, all these types of things...but the best impact is the confidence and peace of mind we got from knowing what we need to do at the right time."
Greg & Morgan
"Unless you are an expert in financial matters, unless you have all the time in the world to do the study to make the best decisions for yourself possible, then you need some help, you need some expertise and certainly for us, Dave's been the guy."
Reagan & Kati
"Our accountant that did our taxes said that we probably saved ourselves close to $12,000 in taxes after my equity had vested, and that was game changing! It was worth all and more for the help you gave us."
Zach
"After (working with you) I was very clear, I followed through on what we had planned because I was excited about it. I saw a huge ROI afterwards, it was definitely worth what I put in times 3 at least. When I took action on this, I saw huge benefits and big opportunities I wasn't able to see before because I took action."
