I'm Daniel
Nice to Meet You
I love ice cream, personal finance and standing in the middle of well lit offices. 😋
But seriously I do love helping people create plans, implement and build a healthy mindset around money.
"budgeting isn't about limiting yourself - it's about making the things that excite you possible"
I believe...
"Vacations are way more fun when you have the money for them up front."
"Roller coasters are not fun 🤢 (and your finances should not feel like a roller roaster)"
"Home projects shouldn't be put off for what feels like forever."
"Holidays are more memorable when you don't dread paying for them a month later."
"A purchase today shouldn't bite you in the backside later."
Which brings me to why I do what I do...
Way back in 2011 I graduated pharmacy school...270K in student loans...had bought multiple computers and cars I didn't need.
I started learning about investing and max out 401K while adding another $3,000 per month on my loans.
I didn't look into day-to-day money management. I thought I was making tons of money...I'm good............I was not.
I continued to learn and became the person coworkers came to at work when they had financial questions.
I was helping this older pharmacist and he saw my passion and asked me "Why didn't you just do this instead of being a pharmacist?"
I guess I have him to thank for planting the seed for what I do today.
Are we a good fit?...
- are a healthcare worker
- don't know where your money is going
- want a simple system to budget the way you live without crazy restrictions
- have an income over 70k
- want to have money up front for vacations...etc
- are willing to put in the work
- are going through bankruptcy
- have an income below 70k
- want specific investment advice
- want to be sold life insurance
- want a quick fix without any work on your part
