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my personal journey through self-development

01. Who's Better With Money?

Like most couples, my wife and I used the, “You do it or I’ll do it, but let’s never talk about it” approach.

One of us would run with the torch, paying the bills and balancing the checkbook —just like we learned from our parents.

It didn’t take that long for us to learn that managing our money this way wasn’t working out. One of us would be stressed, overwhelmed, and either crying or in shame for screwing up.

It was time for a change.

money dates

02. We Found A Better Way

We decided that it would be best (and fair) if we paid the bills together. Even if there wasn’t much to go over, just having the each other present immediately reduced the stress and overwhelm.

We were both incredibly busy. If either of us asked the other if we had time to go over the bills, the answer would have always been “no”. And that’s exactly what happened in the beginning.

So we actually had to schedule a “date” on the calendar that could not be rescheduled for any reason. That being said, the only block of time that we could commit to was around lunch. This was the birth of our Money Date ritual.

Money Dates helped us reclaim the courage and confidence we desperately wanted from our money.
After a decade of Money Dates, we still look forward to getting together.

financial advisor

03. Helping Others

I absolutely love what I do...

Today, I’m a financial planner, writer, and speaker. I absolutely love what I do and can’t imagine doing anything else.
When a client leaves my office with a big sigh of relief, leaving all that worry at the door and they give me a big hug, I’m reminded of how I felt when I started to be more strategic with my money —the stress and overwhelm about money just melted away.
This is my calling. You work hard for your money. Your money should also be working hard for you.

prioritizing what really matters

04. Prioritizing Living Life

My work (and this website) is devoted to helping you achieve financial independence as quickly and easily as possible. But at the same time, I also don’t want you to miss out on unique life experiences.

I believe it’s possible to find joy in life while still satisfying our ambitions, goals, and passions. I invite you to join me on this amazing journey, and to just let us help.

I've been in your shoes, trading vacation days and time spent with friends and loved ones for work. I'm here to remind you to enjoy the journey.