Building Debt-Free Wealth with Clarity and Confidence.
Equipping young adults with the knowledge they need to succeed with their finances and achieve their dream life.
Be Intentional with your Money
Gain a clear understanding of your money and build a financial foundation that will carry you through your 20s and beyond. Get ready to learn practical strategies you can use to achieve your 6-figure savings goals.
My Story
I’m Jake, and I love helping people achieve their financial goals so they can live a life of purpose and meaning.
My own journey with personal finance began when I was 18. In my first semester of college, I read a book about building wealth without using debt. The concepts completely changed how I thought about money, and it changed everything for me. In my second semester, I switched my major to Finance and sought to learn as much as possible about money through books, podcasts, and YouTube videos. I developed a plan to pay for school without loans, build my savings, and begin investing. I didn’t know everything at the time, but I knew I had to start. Through countless hours of learning, trial and error, and some headaches along the way, I learned how to use my money to achieve goals that enhance everyday life.
My background spans multiple areas of finance and accounting, including work as a financial analyst and in wealth management, where I held my license as a financial advisor. Over time, I noticed that my friends, family, and colleagues would come to me with their questions about common personal finance concepts. I became their go-to resource, and I’ve found great joy in guiding them to create budgets, plan for major life expenses, and open their first investment accounts. By this point, I knew I could turn my passion into a mission: to help as many as possible take control of their money and build a strong foundation for decades to come. Now, alongside my work in real estate, I focus on financial education, because rethinking how we look at money often is the first step towards bigger opportunities like homeownership and long-term freedom. Financial knowledge is rarely taught, and many young adults leave college and begin their careers without learning these important concepts. That’s why we’re here today!
I believe your money should fuel the life you want to live. Personally, I enjoy spending on my health and fitness, trying new restaurants, and traveling internationally. Without being intentional with my finances 5+ years ago, I wouldn’t be able to do these things!
I am super excited about what we’re building here, and we’re just getting started!
Start From Where You Are Today
Starting your financial journey can feel overwhelming. You might feel anxious, uncertain, or full of self-doubt. My goal is to remove confusion around the world of personal finance and provide real, practical solutions that actually work.
Imagine this: You have $100,000 saved, no debt, and a plan in place to hit every goal you set. All because YOU took control over YOUR money. There is hope, and it starts with action. I’ll be there to guide you every step of the way.
Services
All services are delivered through personalized 1-on-1 coaching sessions.
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Ongoing one-on-one sessions that provide accountability, structured check-ins, and evolving strategies as your goals progress. This option is designed for long-term growth, allowing us to refine your plan over time and adjust as your life, finances, and priorities change.
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A focused, one-on-one session designed to help you gain clarity and identify priorities. Ideal if you want guidance to get started, break through a specific challenge, or gain direction quickly.