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Your Guide to Financial Freedom
The Walk You To Wealth Difference
CERTIFIED FINANCIAL PLANNER® professional (CFP®) and Certified Public Accountant (CPA) with 20+ years of industry experience
One advisor; real relationship
No minimum assets or income
Refreshingly simple pricing
Demystify investing
A financial fiduciary, obligated to act in your best interest
* This chart is for illustrative purposes only and does not represent actual investment results or guarantee future performance. The hypothetical growth rate of 8% is an assumption and may not be achieved. The industry average fees (1% of assets + $2,500 for a financial plan) are based on available data and does not reflect the fees charged by all advisors. Walk You To Wealth's fees are based on our current fee schedule and are subject to change. This chart does not take into account taxes or other factors that may affect investment returns.
Programs for Individuals and Families
Coaching & Education
A Personalized Program to Help You Achieve Your Financial Goals
This service is perfect for you if: You're new to financial planning, struggling in debt, or just starting to build wealth, and want to create a secure future by mastering budgeting, saving, and debt management.
Comprehensive Planning & Advice
An All-Inclusive Approach to Pursuing Financial Freedom
This service is perfect for you if: You value a comprehensive financial plan, jargon-free investment advice, and proactive investment management without hidden fees and asset minimums so you can focus on what matters most.
Schedule Your Free Introductory Meeting Today!
About Me
As a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant, and a Personal Financial Specialist, you can be assured that the financial planning I provide is steeped in deep knowledge of personal finance. More importantly, it’s an honest, authentic, and simple approach to wealth. I also teach financial planning at Columbia College, wrote a column, Ways to Wealth, for Inc. Magazine, and published a book.
Prior to founding Walk You To Wealth, I spent 20+ years working in executive-level positions at Fidelity Investments, Coinbase, and Kraken.