
Contact Information
About Me
In 2019, I was burnt out and discouraged about the sales culture of the financial planning industry. After spending a year traveling the world and thinking about how the industry could be different, I came away motivated to make financial planning more accessible for people often ignored by traditional firms. I also wanted to focus on helping millennials and people who love to travel define what’s important to them and use their money to reach those goals.
Monthly:
$189/mo
*Fees are subject to change. Contact this advisor for their most up to date fees.
Travelers
Newlyweds/Couples
Pre-Retirees
Young Professionals
Pre-Retirees
Employee Benefits
Retirement
Early Career Planning
Budgeting
Investments
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