FREE Financial Coaching from Road to FIRE

Do you and your spouse make more than $150K a year? If so, I am offering free financial coaching to you! I know that personal finance is hard but there’s no reason why you need to do it alone. Your traditional Financial Advisors will not know how aggressive you need to be in order to achieve FIRE or have the proper experience to coach you through difficult financial decisions while still prioritizing FIRE.

As someone who has achieved the FI of Fat FIRE, as a leader in a big tech company, and as a seasoned career coach (that’s half of my daytime job) I believe I will be able to have a meaningful impact on your financial future.

What am I offering?

A 1-hour video call where we will go over whatever financial objective you have. Example objectives are:

  • Establishing a FIRE number

  • Setting up or reviewing a budget

  • Creating or reviewing your own FIRE plan spreadsheet

  • Gain general personal finance knowledge

What I’m NOT offering

As a part of this service, there are things that I cannot offer. They include:

  • Recommending specific stocks to invest in

  • Going over your taxes

What I need from you, if you want to book a session

  • Write a short paragraph to introduce yourself

  • Have an objective that you want to achieve within the hour and share it with me ahead of time-- feel free to ask me if you’re not sure what a good objective looks like

  • Be prepared to share financial numbers (ballpark numbers are fine) such as total compensation, current net worth, total debt, monthly/yearly spending, monthly mortgage/rent, etc.

  • Sign up here

Why am I doing this?

Ultimately, it’s to help people achieve the American Dream. I enjoy seeing others succeed on difficult goals.

Why are you only offering this service to those who make $150K+? That’s not fair!

I am a big believer in fat-FIRE or bust. Pulling in 6+ figures is vital to getting there! For those making less than $150K, I will have other services and tools available soon. Stay tuned!