Real Financial Guidance for Real Families
I’m not a suit in a high-rise. I’m a dad, husband and a neighbor who learned how to make money work for my family—and I want to help you do the same.
About David
A few years ago, my wife and I realized that if we wanted the life we dreamed of—the land, the garden, the space for our family—we had to change how we handled our money. We didn't need complex stock options; we needed a plan that worked in the real world.
After reworking our own finances from the ground up, I realized that most people don't need a corporate advisor. They need a partner to help them find the leaks in their budget, set a path, and stay accountable to their goals. I'm here to be that partner for you.
Our Services
The Budget Strategy Session A 90-minute partnership to transform your financial outlook.
What to expect: I personally review your financial situation before we even hop on the phone. Once we connect for our 90-minute deep dive, we’ll collaborate on a plan that feels right for your family. We’ll look for areas to optimize and refine so your money starts working as hard as you do.
Your Takeaways: You’ll end the call with a tailored saving and spending plan in hand, plus a clear "Next Steps" roadmap to keep you moving forward with total clarity.
Continuous Accountability Coaching Stay on track with a partner who cares about your progress as much as you do.
The Goal: > Building a new financial habit is easy for a week, but staying the course for the long haul is where real wealth is built. This is ongoing support designed to bridge the gap between "having a plan" and "living the plan."
How it works: We’ll customize a check-in schedule that fits your needs—whether that’s weekly, bi-weekly, or monthly. During these sessions, we review your goal progress, troubleshoot any hurdles life has thrown your way, and celebrate the wins.
What’s included:
Flexible Frequency: You choose the pace that keeps you moving forward.
Progress Tracking: Real-time reviews of your savings and debt-payoff milestones.
High-Level Accountability: I’ll be there to ask the hard questions and keep you focused on your "why."