Natalie and I connected while helping her study for an investment license. I must have been a good tutor because it led us all the way down the aisle. That’s one investment that paid off! ‍ I’ve worked in the financial industry since 2010 having earned my CERTIFIED FINANCIAL PLANNER™ designation. During this time, I have helped wealthy clients reach their financial dreams. But one thing has always bothered me - why is no one working with our generation? After many conversations with friends and colleagues, one thing is apparent. The financial lives of the next generation are complicated. Think life event, and it ALWAYS involves money. We are at a point where we are making good income, getting married, buying our first home, relocating for work, negotiating salaries, and starting our own businesses. ‍ Natalie and I are fortunate to understand the benefits of being financially aligned and we are excited to share our philosophy with you and your partner!