Ever Thought To Yourself?
If so, I'd love to have a conversation with you!
Hi I’m D.J.! I have a knack for personal finance and possess a strong desire to live an overwhelmingly full life! It’s my privilege that I get to help others do the same all while calling it “work”.
I care deeply about people and relationships. I desire helping individuals and families live compelling lives that transform into legacies to be passed on.
Read on to learn more about me and my business!
What To Expect
You know you’ve arrived to the adult world when “Open Enrollment” catches your eye as something important. Unfortunately, the days are gone when “enrollment” is associated with college classes. Instead, we now get to associate “enrollment” with benefits. It’s vital that you’re taking advantage of all the benefits that could provide you value considering it’s […]
Budget hacking is a buzz phrase that’s been circulating the personal finance realm within the last few years. So what is it? Essentially, it’s the process of reviewing your monthly expenses to determine if there are ways to eliminate or reduce them without sacrificing quality of life. We often lose track of our monthly expenses […]
Preface: I’ve only used YNAB 4, so most of my review will be centered around this version of the software. The newest version was recently introduced with additional features but still retains the same principles and ideals. Once I transition over to the new YNAB version I will update this blog post accordingly. The […]
You may be asking yourself, “Why does this term sound so familiar?” Shame on you for not remembering this concept from your economics class! I’m just kidding, I’d actually be very impressed if you were still familiar with this concept in a time where older information has a high turnover in our memory to make […]
It’s always an interesting conversation when I get to explain exactly what I do. It often results in an educational moment about the subject and disproving what’s currently believed. For example, when I introduce that I’m a financial planner it’s as if “investment guy” is what’s heard instead. Don’t get me wrong, this is no […]
There’s only so much planning and preparation that can go into designing a new venture. Eventually, the first step has to be taken in order start the journey. As many of you know I’ve been planning and preparing the last few months to launch my own firm. I won’t lie, it has come with much […]