Meet David, Your Online Finance Advisor
I Remember Staring Down At An Uncertain Future Feeling Worried About Retirement
I know what it’s like to feel like you’re not going to end up where you want in retirement. That uncertainty robs you of the inner calm we all long for.
If you lack a financial plan for retirement, you’ve likely wondered if there was a coach that can help you take control of your finances. I know you want to be a prepared and confident retiree. You should never have to feel uncertain about your financial future.
At Plan For Your Goals, I get it. As a Fiduciary Advisor and a SmartVestor Pro, my mission is to help you take control of your finances so you can retire with confidence. Together we will work through a planning process that aims to give you the best chance at creating your dream retirement.
After getting married in 1991, my wife Teresa and I got into some serious debt and weren’t saving like we should. We struggled financially for years. Until 2004. That’s when something transformational happened.
We attended Dave Ramsey’s Financial Peace University for the first time. Using the Baby Steps, we got out of debt, ramped up our saving and investing, and set aside college money for our five children. We finally had a plan that saved us from financial ruin. Now it’s time to return the favor.
My Core Values
- Fiduciary: I receive income for my planning services directly from my clients, and I will always act in their best interests.
- Heard and Understood: Better understanding leads to better advice. I will take the time to really listen to and understand my clients. My aim is to get to know them, so that their long-term financial plan reflects what is most important to them.
- Tilt the Odds: Together we will work through a planning process driven by decades of academic research from economists and behavioral psychologists which aims to give my clients the best chance at reaching their financial and life goals. Wherever they are on their financial journey, everyone deserves to be confident that they can get where they want to be.
Here To Help As Your Retirement Planning Advisor
I am committed to coaching you every step of the way. The process is simple:
- Schedule your FREE financial review.
- Get the right financial plan.
- Keep your plan on track.
Once you schedule your free financial review, you’ll have taken the first step to preparing for your dream retirement.
I believe that nobody should have to feel unprepared and afraid. You deserve to be full of hope about retirement. My mission is to help you take control of your finances so you can retire with confidence.
Schedule a call below so we can get started.
Working With A Financial Advisor Online Is Simple
Schedule Your FREE Financial Review
No pressure – lets talk about your retirement planning needs and how I can help you work toward them.
Get The Right Financial Plan
During our initial meetings, we will work together to develop your Comprehensive Financial Plan.
Keep Your Financial Plan On Track
Quarterly phone call or virtual meeting to connect and follow-up.
Understanding your real financial condition in this complex world is tough. That's why so many people struggle to make smart money decisions. At Plan For Your Goals my clients get the financial planning, coaching, and resources they need to make better decisions and plan a better future.
Check David's background on FINRA's BrokerCheck
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