It all started over a decade ago. I found my love for financial planning by asking my friends a simple question out of curiosity, "how do you personally manage your money and invest?". I realized something very important: not only did a lot of people not know if they were managing their money correctly, they didn't even know where to begin finding the confidence in their strategy (if they had one at all). I quickly learned how much I love helping people better understand where their money can take them. I particularly have a passion for the markets and investing which DIY traders and investors have appreciated. For the past decade, I’ve helped them navigate the financial markets with less emotion and more skill. After all, your investing portfolio is the vehicle that drives you to your goals. However, while you're portfolio is important, one thing I teach a lot is how much a healthy financial life goes beyond just that. I have expertise far beyond the markets and investing. As a CERTIFIED FINANCIAL PLANNER™ professional, I can help with cash flow & insurance planning, proactive tax strategy, retirement & legacy planning, asset protection, business planning and more. It's important to have every aspect of your financial life optimized for max peace of mind. Whether you're a DIY trader or investor, a business owner, or a corporate professional taking on stock-based compensation risk, I can help you balance your desire to take on the risk you want with successfully reaching your goals. I’m also the author of the book “Do THIS With Your Money”, making trusted financial education more accessible.