One-on-One Financial Coaching: Maximize your net worth!

Know your numbers! Bookkeeping, investing and creative planning is not only for big businesses and entrepreneurs. Unfortunately though, not enough individuals care for their finances with a Net Worth focus. If you are one of those individuals, I'm glad you are here and I look forward to helping!

Pricing:

The price displayed is for one half-hour call. Calls are done via Zoom (video not required). I operate on a pay as you go basis, so you pay the listed price at the start of each 30 minute period. The frequency (and amount you pay) is totally up to you! I suggest we meet once every two weeks or once a month at the very least.

Goal:

Simply put, I help you grow your net worth by applying accounting principles to personal finance. A net worth focus should not only be reserved for the rich; we should ALL understand finances in a way that lets us analyze, and grow, our net worths! 

As a business owner, accountant, bookkeeper, and investor, I have learned a lot of useful financial information that I'd like to share with you! I use my one on one sessions to give you customized, detailed info that I simply cannot provide you through social media or my website. I have one goal; teach you strategies and actionable methods to improve your net worth! There are many ways to do that, so let me help you figure out which ways are best for you then teach you how to apply them!

Methodology: 

Through my one on one coaching services, I teach clients about:

- Budgeting, tracking & analyzing expenses to decrease spending and increase savings!

- Investment methods like stocks, options, retirement accounts, bitcoin and real estate!

- Using credit cards to build credit, maximize cash flow and take advantage of reward points!

- The basics of financing and debt plus common pitfalls to avoid

- Sound personal finance practices and actionable advice

Scheduling Your Appointment:

Upon purchasing this product, you will be given the link needed to schedule an appointment at the date and time you wish. Then I will email you a Zoom meeting link scheduled for the date/time you pick. Please email me at MaxYourNetWorth@gmail.com if you have any questions. Thanks!

My Finance Experience:

- Bachelors in Accounting from Virginia Tech, class of 2010

- 5 years as financial manager for a government contractor working side by side the CFO & COO to perform the budgeting, accounting, bookkeeping, and data analysis for millions of dollars

- Started my first business in 2018; a home services business.

- Started a real estate investing business with my future wife in 2019. She is also an accountant, a CPA to be exact. Together we own 3 properties.

- Started my third business in 2020; a financial services business performing bookkeeping for small businesses and personal finance consulting. Go to MaxYourNetWorth.com for more details.

- AirBnb Superhost

- Former house hacker

- I manage multiple personal investment accounts including but not limited to: IRA, stock trading, stock holding, bitcoin trading, bitcoin holding

- I have an 800 credit score (fluctuates based on what I'm doing) and have mastered the science of credit cards, using them actively since 2008

"More Assets. Less Debt. More Equity"