2 60 Minute Financial Consultations
I will take your goals and the current steps you are taking to get there and give you recommendations as to what you can tweak so as to achieve the things most important to you. I will take as much information as possible in order to create a personalized plan for you. This is a relationship that will hopefully continue for many years. I am here to brainstorm with, to bounce ideas off of, to give advice in any aspect of your life that you need it, and give you insight as to how to best fund what you want out of life.
Training & Qualifications
I am a financial advisor with clients from all around the US, based in Texas. I have been in the industry for almost 3 years now, and have
Availability & Preferences
I'm usually free during the week, but I occasionally will make an exception and work on weekends.