Are you looking for someone to help you get on a clear path to managing your own finances? If yes, then I’d love to help. I have a strong passion for personal finance and have had great results with my own finances. I also have helped other professionals develop a successful system that puts their money to work while they enjoy what they love to do, guilt-free.
I believe that professionals should be financially savvy. Achieving financial success, without being subjected to ridiculous fees some financial advisors/managers charge, is empowering and can trickle to other parts of life. Therefore, my goal from this mentorship program is to help you re-conceptualize money into something positive, allowing you to be forward-looking and resourceful. Whether you are interested in personal finance or not, professionals should be able to learn the basic concepts of finance. To be confident with money, we need to be competent with money. Having a simple automated financial system, that you understand well, allows you to move on with your life and to do the things you deeply enjoy.
You deserve to have a financial system that rewards all the daily hard work you have achieved (and continue to achieve).
I’m enjoying the incredible view on top of the Mist Trail in Yosemite (May 2022), while my money grows.
I can tailor the mentorship to the extent that you’d want to be involved in your finances and still be successful.
- If you want to learn the basics of an effective financial system, I believe I can achieve that.
- If you want to get more knowledgeable about (and deeply understand) the details of your financial system, I have the tools that can achieve that goal.
- If you want to understand your behavior around money and do some changes along the way, I can offer guidance that will eventually empower you with a strong money psychology.
My hope is that, by the end of this one-year mentorship, you’ll have developed the confidence to manage your own finances, no matter what life throws at you.
Examples of Financial Advisor costs available out there:
| Fee type | Typical cost |
| Assets under management (AUM) | 0.25% to 0.50% annually for a robo-advisor; 1% for a traditional in-person financial advisor. |
| Flat annual fee (retainer) | $2,000 to $7,500 |
| Hourly fee | $200 to $400 |
| Per-plan fee | $1,000 to $3,000 |
Many advisors charge based on how much money they manage for you, a fee structure called “assets under management,” or AUM. Some advisors charge a flat fee — either per financial plan, per year or per hour — instead of a management fee.