The Business of Your Life, LLC is a financial planning and financial education business that is focused on increasing overall financial literacy. My business model purposely does not include asset management or investment advice, as I believe I can provide pertinent planning advice and education on the fundamental, yet critical, areas of your financial life.
Because I believe that everyone needs a personal financial plan, I founded the Business of Your Life as a non-investment-based financial planning firm that focuses on helping individuals organize their finances and educating them in personal finance. Importantly, I specifically want to serve all those who are not directly served by traditional financial planning firms, which often have minimum asset requirements. By offering hourly-only, and low-cost, fee-only services, I provide an accessible and convenient way for individuals to learn about personal money management and receive professional financial guidance, regardless of income or asset level.
I am a personal finance expert and financial planner with a Certificate in Financial Planning, and I am currently a candidate for CFP® certification. With a strong passion for personal finance and financial literacy, I believe money management skills are important life skills. The core of what I do is teach Best Practices in Personal Financial Planning to individuals looking for guidance on how to become financially stable and build their personal wealth.
As a candidate for CFP® certification, I am a fiduciary, which means that I always work in the best interest of my clients and I always put my clients' interests before my own. As an independent, fee-only planner, I eliminate conflicts of interests that may arise with commissions or product fees. As a CFP® candidate, I have completed a comprehensive course of study in every area of the financial planning process, followed by a rigorous exam. As part of the certification process, I also abide by a set of ethical standards and continuing education requirements.
If you’re interested in learning how to better manage your finances from an objective financial professional who will always put your interests first, then click here to learn more about our financial planning services.