Empowering Financial Success

Expert Guidance

Dedicated to empowering individuals with the knowledge and skills needed to make informed financial decisions. Specializing in investment strategies, budgeting techniques, and wealth management. With a passion for teaching, we strive to help clients achieve their financial goals and secure their financial future. Let us guide you towards a path of financial success and stability.

You work hard for your money, now make it work hard for you!

My goal is to provide you with the right information and skills to build wealth for you and your family.

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Hi and welcome! As professionals, we have worked extremely hard to attain success. We spend so much time perfecting our craft while racking up mortgage-sized student loans. Yet, we lack the financial know-how to start building wealth. We depend on financial advisors but most are disguised salesmen who recommend high fee-loaded funds and sell us high-priced "Whole-life and IUL life insurance policies.

This is where I come in. I am here to help you take control of your money and learn the skills and knowledge you need to manage your money. I have made many mistakes regarding money including financing my first car at an exorbitant interest rate to getting into a lot of consumer debt. However, I was able to pay off all my consumer debt by following a comfortable budget (no rice and beans) and eventually building a six-figure nest egg.

As a cardiologist I provide my patients with a 360 detail oriented plan to care to help them live healthier lives. I will bring this same detail oriented approach when helping you with your money. I will only recommend insurance and investment products that I personally use.

As a trusted Financial Coach, I have helped many clients begin their journey and I am excited to help you do the same.

I specialize in helping clients achieve their personal finance goals by:

Creating a cash-flow plan (AKA budgeting)
Asset location (Investment accounts: 401K/403B, HSA, ROTH IRA, taxable accounts)
Asset allocation (Investment products: ETFs, stocks, cryptocurrency, REITs)
Debt pay off plan (consumer and student loans)
Obtaining appropriate insurance (Disability, life etc)
Creating sinking funds to enjoy your money on things you value

I look forward to helping you!

Achieve Your financial Goals

I offer a variety of coaching packages based on your familiarity with investing, to help you achieve your financial goals.

Monthly Coaching Plans

Let's talk about your financial goals.

Financial boot-camp packages

Perfect for beginners or individuals with some experience in investing.
I will help you over time to fine-tune your budget, set up the necessary investment accounts, guide you in selecting quality investments and obtain the necessary insurance to protect yourself and your assets
Subsequent meetings are spent on holding you accountable to your budget and investment plan
I will also teach you how to analyze and make your first investment.

***Includes access to Million dollar stock portfolio challenge

Book your session

My First Million dollar stock portfolio challenge (Closed)

Learn how to build a recession-proof portfolio.

Join me and a group of like-minded investors on a journey to build a solid portfolio to a million dollars. This group was previously the $100K portfolio challenge and we meet twice every month.

In this monthly meeting, you will learn which stocks and ETFs to invest in besides the S&P 500 index fund.
You will learn exactly how I analyze ETFs and stocks and also enjoy the camaraderie among the community to spur you on to invest more into your account.
In every meeting, I go over 1 or 2 new stocks for the portfolio and I suggest what prices to buy these stocks.
Join today to learn how to build a recession-proof portfolio.
**Remember, there are risks in every investment and past performance is not an indication of future performance.

Replaced with Portfolio Mastery Bootcamp

Portfolio Mastery bootcamp

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I will teach you how to build a resilient portfolio that will survive the weekly swings in the stock market.

Learn how to take your portfolio to the next level by owning winners in addition to the S&P 500.

See you soon.

Testimonials

What Clients Are Saying

Since starting my business in 2020, I have helped many clients plan and execute on their financial goals. Read on to learn what they have to say about their experience with my coaching services.

Ebow, Engineer

After making so many financial mistakes, my wife and I decided to seek financial help from Dr. Charles. Dr. Charles graciously gave us clear guidelines to achieve financial freedom. His ability to listen, coach, and cheer us on when we exceed our quarterly goal was refreshing. Our session with Dr. Charles at times turned into borderline marriage counseling which speaks to a great length of his ability to listen and provide guidance to our financial mistakes and to provide a fundamental understanding of what it means to invest for the future and its benefits. My wife and I have learned a great deal from Dr. Charles these past six months and we will forever be grateful for his coaching but most importantly his friendship.

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