financial and career mentoring
DEFINE AND COMMUNICATE PURPOSE. FACILITATE INTENTIONAL DECISIONS. DRIVE PRACTICAL CHANGE.
My background as a CPA and management consultant, coupled with my own pursuit of financial independence, has developed into a passion project for mentoring others. This is a free-of-charge service based on my strong desire to serve others and share the knowledge I have gained. My objective is to allow as many individuals as possible to self-manage their path to financial independence.
I help those I work with define their goals, simplify the financial concepts they need to know (and ignore the ones they don’t), then define a practical plan that can be executed to work towards those goals. I have found many people need something in between a full-scale financial advisor and a DIY approach - this is where I’ve found I’m most helpful. A natural extension of financial mentoring has been helping early-career professionals define their career path and advising more seasoned professionals who are considering significant career decisions.
I have been lucky enough to have great mentors in my life and career, and this service is my opportunity to give back. I generally work with early career professionals, couples, and small groups, but am open to working with anyone who is seeking this type of mentoring relationship.
I mentor individuals in the first decade of their career who are starting to think about their own game plan.
I work with couples on their path to financial independence.
I provide workshops and presentations for small groups, college and high school classes about money management.
What is financial independence and how do I achieve it?
How should I be investing the money I’m making?
How do I prepare for a career change?
How do I balance career progression and the temptation of materialism (bigger home, fancy cars)?
What would a good financial plan look like for my situation?
How do we get on the same page with our finances?
What would be a good financial plan for our family?
Are we in a position to start a family/buy a new house/make a career change?
How do we keep our options for the future open?
How do we eliminate debt?
What do I need to know about finances as I enter the real world?
What are the most important skills I need?
How do I make managing money as simple as possible?