What To Expect

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Clearly defined & communicated fee for service. No products, no commissions, no nonsense.


Independent of any “parent” firms thus being able serve you without conflicted interests of those firms.


I’ve taken a fiduciary oath that binds me to ethically act in your best interest all the time and in every circumstance.


A CERTIFIED FINANCIAL PLANNER™ has passed rigorous education, experience, and exam requirements. They also are obligated to uphold continuing education requirements and a strict code of ethics.

Gen X-Y Focus

Committed to serving an underserved Gen X & Y populous.

Christian Focused

Empowering Christians to become better stewards of the resources that God has provided them in order to maximize eternal impact.


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Financial Coaching

Initial Plan Fee: $600 (paid monthly for 12 months - mandatory) Ongoing Fee: $95-$150

Comprehensive Financial Planning

Initial Plan Fee: $795 - $995 (option to pay over 12 months) Ongoing Fee: $95/$125/$150

Investment Management ²
Financial Coaching
Comprehensive Financial Planning
Investment Management

Latest News

The fall always marks the time for open enrollment. Don't miss out!

Tis’ the Season for Open Enrollment

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 […]

Hack Your Budget!

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 […]

YNAB Review: The Best Budgeting Software I’ve Used

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 […]

Opportunity Cost: A Valuable Concept You Likely Underutilize

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 […]

The 5 W’s of Financial Planning: Do you know them?

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 […]

Today’s the Day!

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 […]