Guiding financial choices with purpose.
Financial coaching for young professionals and couples in Irvine and across Orange County. First sessions are available in person, at a coffee shop near you or at your kitchen table, and every session after that can be in person or over video, whichever fits your week. No products, no commissions, no minimum net worth. Just a plan built around what you actually want your money to do, and someone holding you to it.
WHAT A FINANCIAL COACH IS, AND WHAT I AM NOT
I am not a licensed financial advisor. I do not manage your money, sell products, recommend specific investments, or earn commission on anything you do. What I do is the part most people are missing: the budgeting, the cash flow, the accountability, and the actual execution of decisions you have already made or that your advisor has recommended. Advisors set strategy. I help you live it.
COMMON QUESTIONS
Do I need to be certified to be a financial coach?
No, and I am not. Financial coaching is not a licensed profession in California the way advising is. What matters is experience and honesty about scope, so here is mine: I saved my first $100,000 by 22 and spent years scaling an acquisitions company from 4 people to 45. I will tell you plainly when a question needs a licensed advisor instead of me.
How much does financial coaching cost?
The Kickstarter is $1,999 and the 6 Month Value Bundle is $2,999. Both are listed above with what you get. Most coaches will not publish this, which is exactly why I do.
Coach or advisor, which do I need?
If you need someone to manage investments or build a retirement strategy, you need an advisor. If you know roughly what to do and it still is not happening, you need a coach. Plenty of my clients have both.
Do we have to meet in person?
No, but you can. I am based in Irvine and meet clients across Orange County. Everything works over video too.