30 minute virtual personal finance consultation: Achieving everyday millionaire status

Let's take a deep dive into your personal finances and discuss how you can take control of your money and create long term generational wealth.

This 30 minute personal consultation will leave you with tangible next steps and advice/suggestions to achieve both short and long term financial goals.

My wife and I have personally went from having a negative net worth to being everyday millionaires in less than 10 years at the age of 36 years old. And no, we didn't inherit any money nor are we doctors and professional athletes. We developed a plan, stuck with the plan, made adjustments as needed, (had two kids somewhere along the way) and are currently creating a financial legacy that will outlive us.

The process:

1). I'll send you an online questionnaire to get some basic information in regard to your current financial status. These questions will help me to prepare a personalized dialogue while also helping to guide our conversation.

2). We will then set up an agreed upon time when we can talk virtually about your financial goals and how we can make them a reality.

- Things we will discuss: Financial goals / income stream(s) / relationship status / outstanding debt(s) / budget / savings / investing / taxes / career goals

3). After we've completed our customized consultation, I'll reach back out in the following weeks to hear about your progress.

4). I will always be available to you to discuss your status and help however I can as you progress toward becoming a millionaire.

Due to the nature of this conversation, there won't be any refunds, but I promise to do everything I can to make it right if for some reason you aren't satisfied with our conversation.

I want you to find financial success and I want you to know what it feels like to be in control of your money and your future.

Let's talk.