Helping financial planners give advice, not sales pitches!

I specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this complex field. I structure my services on an hourly or project basis, allowing clients to access professional guidance without the commitment of ongoing asset management fees.

I specialize in serving First Generation Wealth Builders who want to change their financial family trees, as well as progressive professionals and investors who want to not only achieve financial security and independence for themselves, but want to support their communities in meaningful ways and leave the world better than they found it.

Patrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.

Financial Planning for Do-It-Yourselfer Investors

I help pre-retirees and retirees make informed financial choices by building/updating a plan that is clear and actionable. I have a very transparent process, so folks know exactly what to expect throughout the relationship. I offer an on-going relationship option for a flat fee and also accept project-based opportunities.

Specialist in Biotech stocks, Healthcare Stocks, Dividend Stocks and Passive Income Author of 5 books about investing, Publisher of two financial blogs

I'm an advice-only financial planner who is passionate about helping people achieve the life they dream about and feel more confident managing their money.

I became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.