Meetup ?

I'm here to help you navigate your financial journey. Reach out and setup an initial 30-min call. We will use this time to learn more about you and understand how I can help. It also allows you to know more about me and what I have to offer.

The fine print (in not so fine print) :

• The sessions are completely confidential.

• We do not sell you products, we coach and guide you to select what works best for you.

• We get paid by you; i.e. our loyalty lies with you (and not with the companies with financial products)

• Your data is never shared with anyone outside our firm. Nothing, not even your name.

We are based in DFW serving all nearby cities including but not limited to Dallas, Fort Worth, Southlake, Coppell, Frisco, Plano, Irving, Garland, Carrolton, Richardson, Euless, Colleyville, McKinney, Sherman and many many more.

We also work with clients across US.