01/22/2024
I'm here to bring you all an important update: I have formally left the advising industry to focus on financial coaching instead!
In the last two years, it's been made clear to me that the demand for financial coaching is overwhelmingly more critical than the need for advising. Rather than helping with managing assets, my focus will now be on helping clients get to a point where they have assets to manage; budgeting help, debt management, planning, and overall financial literacy education to name a few highlights.
For more details and information, please feel free to browse around on my website (but as always, don't be afraid to ask me questions directly!) which can be found here: https://coreyheretohelp.wixsite.com/financialcoaching
If you're an existing client of mine, there's a good chance you received/will receive an email from me in the future from my new work email, which is [email protected] so be sure to check your spam just in case! 😊
I am an openly transgender man who is proud to both represent and champion the LGBTQ+ community in the financial services sphere. I'm firmly committed to using my business as a platform for systemic change. If you're someone who has otherwise felt intimidated about speaking to someone in financial s...
