I couldn't be more pleased with my first financial advisor experience. Having a mountain of student…read moredebt from law school and a limited understanding of how to invest or save in a smart way, I felt frozen for years, being afraid of making mistakes when it came to allocating funds. This is how Jake helped me: - Applied a holistic approach in understanding what I wanted out of life and consequently for what purpose I want to make money. He then took the time to figure out how I am comfortable spending or saving or investing money so that he could tailor my financial strategy so that it resonated with me and I felt good about the whole experience. - Walked me through everything (I mean EVERYTHING) in a way so that I not only understood everything, but was able to apply the skills going forward. He used short instructional video clips (I'm visual), applied step-by-step approaches to everything I had to get done, and made sure I had all documents and information easily accessible in my files. - Really heard me and made sure ALL my questions were answered during each session. Aside from being competent at his job, Jake is a really personable, positive, and nice to work with. He really knows his stuff and it is obvious he has passion for this type of work. For me, it was important that the person who helps me navigate my finances was competent and straightforward without passing judgment. I also wanted to feel more in control of my finances and hopeful about my future. Jake definitely hit those points for me. To say I feel elated is an understatement. I even feel smarter! I highly recommend Jake and would use him again should I need more guidance in the future.

Jake helped me with a full evaluation of my personal finances and it was a great experience. He…read moregave me questions that helped me define my life goals, which helped define my financial goals. From there he was able to accurately depict where I was financially by using specialized tools and custom models. Jake went the extra step to make discrete actionable tasks for me to take on to reach my financial goals. I couldn't recommend him more!

Susan Greenhalgh is wonderful! She got me motivated and helped me find ways to save money. I even…read moreopened a savings account for the first time since high school! Highly recommended!

From the owner: Guiding clients in strategies for achieving financial goals. Three packages are available in…read moreaddition to hourly coaching. My focus is on educating and encouraging clients to understand their financial position and make improvements to live their best lives - fully funded!