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Why I Started a Financial Planning Firm
Throughout my entire life, I had never considered myself particularly entrepreneurial, or even considered the idea of starting my own firm. However, after spending a few years in the industry and engaging in thousands of conversations with individuals and families about their finances, closely listening to the concerns expressed by those who chose not to work with a financial advisor, I felt compelled to try to fill a void that I perceived in the industry and provide exceptional value to my clients along the way.
The Rent vs Buy Conundrum: Pros, Cons, and Practical Insights
Making the decision to rent or buy a house constitutes one of the most significant financial decisions that individuals and families face. It's of paramount importance to meticulously weigh the pros and cons of each option, ensuring your decision aligns with your long-term financial goals. The considerations in this blog will help equip you with the insights needed to arrive at an enlightened and self-assured decision.
Growing Your Wealth: Why Investing in the Market is Key to Funding Rising Expenses
Imagine it’s the year 2052, it’s a rainy spring day so you decide to take your spouse and your three kids to the movies to see Jurassic Park IV: Rise of the Stegosaurus. Later that week you are reviewing your credit card bill and to your amazement you notice that the movie trip cost over $300!
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My mission is to be your personal CFO, guiding you through the complex and always changing financial landscape like a trusted navigator, while providing impactful financial education and planning.

Together, we will embark on a journey to empower you, enabling you to unlock the full potential of your wealth and, more importantly, enjoy the happiness of life's experiences along the way.

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About
Meet the Founder
Investment Philosophy
FAQs
See the Success Stories
How we make an impact
Services & FeesWhy Flat-Fees
Resources
Blog
Podcast
Newsletter
Client Login
Talk with John