Personal Finance Advisor

While we’re financially free and have a net worth of millions today, it wasn’t too long ago my wife and I were six figures in debt, living paycheck to paycheck, and paying off one credit card with another. Having no assets meant our net worth was also a negative, and our liabilities consisted of student loans, car loans, and too much credit card debt funding toys (cars) we couldn’t afford. I didn’t get my head screwed on straight about finances (read books and actually executed advice received) until I was 27 years old, and at 29 we bought our first rental property.

As we discuss your future and goals, personal finance will inevitably come up early in our discussions. Having control of spending and being able to save to fund your future is needed, especially in the early years of your investing journey. Note, as a successful real estate investor I’m not going to push a bunch of “financial products” at you like other professional financial advisors. They earn a commission on the products like mutual funds and annuities they sell to you and they don’t earn anything by recommending real estate investments, so it’s generally not something they recommend. My approach as your personal finance advisor will be different in that it’ll support your real estate investments and lifestyle goals.