I am not a financial advisor, portfolio manager, or accountant. This is not financial advice, investing advice, or tax advice. The information in our consulting sessions is for informational and educational purposes only. The investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. The services and apps I recommend are ones that I personally use and love, and unless otherwise explicitly noted, the references to services and products are unpaid and unsponsored.

Please note I do not offer refunds. All sessions must be rescheduled within 24 hours, or the session is forfeited.