The Journey to Financial Freedom
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Discovery Session
Create Your BPFF™
Financial Planning
Continuous Meetings
Book a FREE discovery session so we can discuss your current financial situation and what solutions we offer to see if we are a good fit.
We begin by creating your Blueprint to Financial Freedom™ (via our sister company Haas Trade) to start building your financial foundation.
Once your financial foundation is completed we move onto building your financial house via your personalized financial plan.
We meet regularly to review your financial plan and make adjustments to help you stay on course towards your financial goals.
Creating Your Personalized Blueprint to Financial Freedom™
Every custom house (at least every good one) starts off as a set of blueprints before it is built. We take the same approach to your finances. We help you build your very own financial blueprints which become the foundation of your financial house.
Your Blueprint to Financial Freedom™ will help you:
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Understand your current financial situation
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Understand your financial values
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Determine your life goals
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Perform a Net Worth Analysis
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Perform a Cash-Flow Analysis
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Analyze your finances via financial ratios
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Create your SMART goals
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Create your realistic budget
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Understand your personal behaviors towards money
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Discover your purpose
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Learn the importance of auto budgeting & banking
To learn more check out our sister company's website: Haas Trade
Creating Your Personalized Comprehensive Financial Plan
Once your BPFF™ is created it is time to determine how to utilize investing to achieve your long term financial goals. Your personalized Comprehensive Financial Plan can include the following:
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Your Personalized Risk Assessment
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An Asset Allocation strategy that aligns with your risk tolerance and investing goals
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Big Ticket Financial Planning (new house, having children, children's education, etc)
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Retirement Planning
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Help setting up Retirement and/or Investing Accounts (401(k), TSP, Roth IRA, etc)
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Insurance Needs Analysis
To learn more check out our Our Pricing page.
Schedule Your FREE Discovery Session Today!
Frequently Asked Questions
What is your investing philosophy?
My philosophy (backed up my statistics) is that you are not likely to beat the market in the long term. I believe in long term buy and hold techniques utilizing low cost index funds. Investing doesn't need to be complicated and our goal is to provide you the clarity you deserve for your long term financial goals.
Who are your typical clients?
Our business model focuses on young professionals in the under 40 age group. This is a group that is generally ignored by traditional Financial Advisors for two reasons.
1. They "don't have enough money to meet account minimum requirements."
2. Many Traditional Financial Advisors like to work with High Net Worth Individuals instead because they can charge much larger amounts of money for maybe a little bit more work.
The longer you can invest the more exponential returns you have the possibility of achieving. Our mission is to reach as many people in this generally over looked group so they can set themselves up for success as early as possible!
We work with clients from a myriad of professions but we personally have a strong understanding of the following fields Pilots, Military Members and Veterans, Engineers, Small Business Owners, Farmers, Student Athletes.
How do we meet?
I meet with my clients virtually (via zoom) which means I can work with clients from all over the United States, up to the De Minimis rule for clients outside of the state of Illinois. (If we get enough interest from people in States where we are not registered, we can start the process of getting registered in that State. Getting registered in Tennessee is currently on the list!)
How long are typical meetings and how often do we meet?
See the Our Pricing page for the answer to these questions.
Do you ever refer clients to other financial professionals? And if so, is it purely on a recommendation basis without a commission from those professionals?
Yes, if it is in your best interest, we may recommend you to other financial professionals in our network that will charge you separately for their services (think CPA, Estate Lawyer, etc). As a fee-only financial planner we DO NOT receive any commission or compensation for this. Otherwise we wouldn't be a Fiduciary. We don’t sell any products or receive any commissions for our Financial Planning Services.