Frequently Asked Questions

You do not! I do not manage investments or sell products, so your networth does not have to be a certain amount. I charge the same hourly rate no matter your networth.

Nope! My meetings start in Google Meet anyway. Of course, if you're in the area I would love to meet in person, but it's not a requirement.

I truly value helping other people secure their financial futures and I believe that the more financially literate people are, the better (and wealthier) the world will be.

Absolutely! Just schedule a time for me under Wealth Optimization so we can skip debt payoff/budgeting and head straight into your questions.

Follow me on Instagram or Facebook at @MeFirstFinance -- that will give you a good notion of what I'm like.

I do not have any formal training or certifications in this field. What I do have are hundreds of hours of research and over a decade in building my own portfolio. All of which has led me to a 7-figure networth before the age of 35, the ability to pay off our home well before I turn 40, and the opportunity to fully retire no later than 50. I want to pass my learning and knowledge onto you!

Nope! I provide an advice-only service. I will provide you with ideas, resources, and personal experiences, but it is up to you to determine how you'll ultimately invest.