10/17/2026
So you have a good income, and you think you've made good decisions in the past, but you just don't know where to go from here. You have a 401(k), but you have some debt. You know that you're not where you need to be at your age. Your friends all use the same financial advisor who's in your social circle, and you can't have an honest conversation with them. Maybe you're behind on some bills, or you're stressed about paying for your kids' private baseball lessons. You are not alone.
If you have questions that you want answered regarding financial planning, I'm not a financial planner, but I love finance. I love going over income and debt and preparing your future financially in ways that not everyone thinks about. Buying and selling homes is one piece of it, but if you've never been taught (like most of us haven't) how to plan for your future, delayed gratification, and digging yourself out of "keeping up with the Joneses" bad decisions, let's chat.
Feel free to DM me your questions. We can take them offline. I'd love to make them into some generalized content to help others, and this will be a fun series. Unfortunately, this is every single day part of the conversation that I'm having with clients, regardless of their income or net worth. Especially for folks who are coming from high cost-of-living areas and, on paper, have great income and great net worth because of buying and selling real estate, but really are in poor financial shape from not having basic foundational skills that we're just never taught
