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The Wealth Mode Movement

Thoughts from a Certified Financial Planner™ professional, straight to your inbox.

Name *

What will I receive?

It's simple - receive email updates containing financial planning tips and money messages to help you build your wealth.

  • Money Musings: thoughts and experiences about money from my life as a financial planner.

  • Video Trainings: sometimes I’ll create longer-form content around specific financial or investment topics.

  • Hiring a Financial Planner: most people want to work with a financial advisor, but want to investigate the opportunity in a pressure-free way. This is the easiest and most comfortable way to understand why, when, and how you should work with a financial advisor.