What steps should you be taking to strengthen your Personal Finances? Whether you’re a beginner brand new to financial planning, or whether you’ve worked on your finances for years or decades already, this step-by-step guide outlines critical steps that must be taken in order to live a life of financial strength rather than a life exposed to potential financial catastrophe.  

 When I was a baby, my family fled to the USA from the Former Soviet Union as refugees in 1989-1990. My family came to this country with a couple thousand dollars and ZERO knowledge of the American financial system. They tried their best to “make it work” but they lived month-to-month for years until, in 1995, they were introduced to a financial advisor. He helped show them how to make smarter financial decisions with confidence and clarity and it changed their lives… changed my life, too.  

I worked my way up the corporate ladder from Bagging Groceries at age 14 up to Customer Service and then on to Consumer Banking by the time I was 18. I invested my 20’s (the last 10 years of my life – I’m 31 typing this now!)  working at the same firm helping other families in my community the same way that a fellow advisor helped my own parents. 

I’ve “hacked” what it takes for YOU to build an optimal financial plan – no matter what your current situation is. I’ve spent years helping clients overcome both any lack of knowledge and clarity in the financial world and overcome any personal emotional “headtrash” that may be standing in the way between them and financial freedom.