I teach sales ppl how to find purpose and freedom in life by using money as a tool.TL;DRIf you make good money and want to know how to turn your commission into a repeatable, scalable, passive-income machine...follow along.I share as much as I can right here on LinkedIn.If you are in sales and:• Want to take annual vacations for free • Hate the corporate world and want a way out• Think commissions are taxed more than your salary• Want to use your commission to retire in your 40s/50s• Had a sh*tty experience with a previous financial advisor• Pay an advisor 1% of your investments, and get no other service...Reach out. My #1 goal is to educate you. **I want you to get to a point you don't need a financial planner.**(Or if you feel more comfortable with one, that's ok too).But if you want a financial planner who is transparent and knows what it’s like to grind out a sales career, I can be your partner for years to come.If you want to level up your money relationship, DM me for a meeting.I want YOU to be a master of your money, and do what you value most.Let's chat and see if I am able to put MORE money back in your pocket.-----In the last decade+, I've spent my professional career in software sales.But in 2014, I started becoming more knowledgeable about personal finance.I began to learn about ways to retire 20 yrs earlier than I previously thought possible.I knew I could help others get on a path like mine.Most financial advisors want to only manage investments.They take "just 1%" of your investments.Then they don't do anything else for you.My advisor was like that.So I fired him.Then I became a financial planner.My goal: To help sales people like you.Two ways to work with me:1. Personal 1:1 financial advice. From investing to tax planning, from choosing employee benefits to saving for your kid's college...and anything else about money - I am your personal financial planner for $275/mo (fee can be paid from a bank account or investment account).2. Join my Skool community, where I teach folks to DIY their own financial plan for $37/mo (no personal guidance, but you get access to all the same tools I use, with video tutorials on how to use them).
Listed skills include Leadership, Marketing, Sales, Customer Service, and 19 others.