Who I Work With
I have worked with clients of all types – from 20 year olds with $15,000 to invest to retirees with $30 million portfolios.
I am open to working with content creators who are making more than $100,000 or those who think they could be there very soon. I have seen how quickly those incomes may be earned, and I want to help creators start to build a solid foundation on the front end.
Our first meeting is usually held via Zoom or in person, where a potential client and I get to know each other. I want to know what they are hoping to get out of working with me, and I explain to them the services that I provide. Once we are on the same page, I review their balance sheet and income statement with them to make sure I understand their financial situation. From there, I start developing strategies and guidance unique to your situation. This process usually takes two-to-four meetings.
Your plans are updated at a minimum once a year and any time there is a significant financial change in your situation. Performance updates are provided yearly at a minimum but can be provided quarterly for those who wish. I recommend looking at performance no more than quarterly, as investing is a long-term proposition.
I am open to working with content creators who are making more than $100,000 or those who think they could be there very soon. I have seen how quickly those incomes may be earned, and I want to help creators start to build a solid foundation on the front end.
Our first meeting is usually held via Zoom or in person, where a potential client and I get to know each other. I want to know what they are hoping to get out of working with me, and I explain to them the services that I provide. Once we are on the same page, I review their balance sheet and income statement with them to make sure I understand their financial situation. From there, I start developing strategies and guidance unique to your situation. This process usually takes two-to-four meetings.
Your plans are updated at a minimum once a year and any time there is a significant financial change in your situation. Performance updates are provided yearly at a minimum but can be provided quarterly for those who wish. I recommend looking at performance no more than quarterly, as investing is a long-term proposition.