When I reached a few financial milestones on my own I thought I was in a good financial place. But, I didn’t see my financial blind spots and couldn't put a finger on why I still felt off. Bryan helped me summarize my overall financial status and develop a monthly budget, which showed that I did have enough cash flow to fund important investments (like kids college account) and truly make my money work for me. He helped me see that money was a tool to enable my dream life, and even though it didn't feel like it today, I would have a more than adequate retirement in the future. This led to a lot of new perspective on my life goals, refocusing from the bank account onto more important things like relationships and inner peace. When I was laid off recently, he patiently modeled out a few scenarios which showed me that I really only needed 1/5 of the income I had just lost, and I'd still have an adequate retirement. Not only did this give me confidence and even leverage to navigate the job market, but it also bought inner peace with the situation. Working with Bryan to build my personalized plan has taken away a lot of the questions about what the future looks like for me, and given me the space to just be present with my family.
Bryan has been a delight to work with. He is engaging, takes the time to get to know you and build a connection, and because he isn't selling anything, he is only there to help you. He's never rushed an appointment, has always been fully focused on my account when engaging with me, and is responsive outside check-ins (even when I needed a bit of planned large purchase coaching). You can tell he's really passionate about his work because he nerds out on researching my really challenging questions. He's more than just a financial planner, he's a true financial coach, helping me change my whole relationship with money. And he's helped me achieve my version of financial freedom.
Relationship to Financial Advisor: Client as of Mar 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.