Meet the Team
In my search for financial independence I have left many "safe" and "secure" jobs. Each time, my family, friends and colleagues told me I was crazy. To be honest, at times I also doubted myself and my dream of financial independence and wondered too if I really was crazy.
I first began to realize that my path to financial independence would be different than most when I turned down an internship offer from one of the largest accounting firms in the world during my sophomore year of college.
Then, in 2008 when the economy was imploding, I chose to graduate from one of the top five accounting programs in the U.S. without a job, instead of pursuing offers to enter a PhD. I finally landed a job with Goldman Sachs, but I left after four months when Lehman Brothers collapsed next door and I watched hundreds leave the building holding cardboard boxes; that was the day I realized there was no such thing as a "secure" job.
So I decided to start my own company instead of look for another job. After starting a financial consulting firm with my brother, something still felt off: I couldn't get fired but I didn't have the freedom I was looking for. I owned the company, but didn't own my time. Leaving the consulting practice I founded with my brother was one of the hardest decisions I have ever made.
Clearly, my path to financial independence was not the one my college education had directed me toward. It was not the path mainstream financial planners taught. I decided to take control of my financial future.
As I was discovering what my path to financial independence would look like, I was also teaching and coaching individuals and business owners about money and investing. Every day, I saw intelligent, successful people struggle with finding a way to the same independence I'd been searching for. I realized that the solution would never be found in the latest Wall Street-created financial product.
People need a plan, a personalized plan, outlining the steps it would take to reach their goal to be free. It could not be based in the latest flashy financial product or follow the latest market trend. It needs to be based on time tested principles of wealth creation.
This is what I now where dedicate my time. I help mentor individuals to build a personal freedom plan.
Financial independence is not a large bank account, brokerage account, or retirement account with 7 figures in it. In fact, it has nothing to do with your net worth. Financial independence is all about cash flow. It's about having complete freedom of time allowing you to wake up every day and pursue your dream, to work on what drives you, all without money being the prime motivation. It allows you to spend time with the people you want, where you want, when you want.
Financial independence is available for anyone who is willing to think differently and apply themselves. To those seeking, I say: I know how you feel. Say no to the crowd and give up on being a sheep or a hamster on a wheel. I'm excited to help you find your path to wealth and financial independence!
- Degree: Bachelor of Science, Accounting
- Degree: Master of Accountancy
- Designation: IARFC
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