Family Finance
Early in my career, I noticed people came to “talk investments” with me when they actually wanted help getting out of debt and creating a budget.
I had to send those people away because my firms only made money when I was managing investments.
Today, my practice exists to help families strengthen their relationship with money.
In addition to Financial Planning and Conflict-Free Investment Management, I spend a lot of time creating spending plans and helping people destroy debt, Survive a divorce financially or implement a positive family economy for their children.
Budgets Suck.
I can create a perfect budget for you, but you won’t use it! Why? Because budgeting violates your natural behavior with money, period.
If you want to learn to budget, go see Dave Ramsey. If you never want to hear the word budget again, welcome to my methodology.
I teach you to manage money using your natural behavior and a cell phone.
I Created the Two-Number Method.
The Two-Number Method was originally created for business owners. Between 2004 and 2013 I taught it at workshops all over the country.
One day a business owner asked if he could pay me to tailor my method to his family finances.
I accepted the challenge. Since that day, I’ve watched the Two-Number Method transform people’s relationships with money.
My Offices are Shame Free Zones
My clients don’t have to master finance to have a healthy relationship with money.
My main office is in Spokane, WA and my virtual office is anywhere you are.
Come as you are, bring your questions, find advice, get help and let’s change your relationship with money. (Which will change your life.)
