This website will center around fundamentally changing how you view your personal finances and give you the tools to make your dreams a reality. I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility.
I’m passionate about helping individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. Let me share what I've learned with you.
I have over 13 years of investing in the stock market, a bachelor’s degree in Finance. My passion is also traveling. I have been to 20+ destinations across the world spanning all continents minus Australia and Antarctica. I realized that I'm sitting on a treasure trove of vital information. I have become wealthy following my formula and I want to share it with each and every one of you.
HOW DOES THE FINANCIAL COACHING WORK? Four Easy Steps:
This service is a client favorite. We will create a tailored made budget for you based on your financial goals, and then we will have bi-weekly calls for 90 days to hold you accountable (4 calls lasting approx. 30 mins).
Why do individuals select this package? On average, it takes 90 days to get in the budgeting process. These consistent touch points ensure your continued progress in your debt free journey.
We can tackle questions per location for subjects such as: Hotel vs air-bnb, what sights to see, safety, nightlife, currency conversion, meet and greets etc.
We are experts is a lot of counties. Here is a few of our favorites: Brazil, Spain, Thailand, Philippines, Ukraine, Colombia and Italy. Shoot us an email to find out if we can help you with your destination.
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