"I received a large lump sum severance from my prior employer and was at a loss of what to do with it. Thankfully, I found Bobby and he coached me on how and where to start investing. That money would have lost value due to inflation and instead those investments I made have already increased my net worth. I'm excited for my financial future and finally have the clarity on how to take the money I work hard for and put that money to work hard for me."
"I received a large lump sum severance from my prior employer and was at a loss of what to do with it. Thankfully, I found Bobby and he coached me on how and where to start investing. That money would have lost value due to inflation and instead those investments I made have already increased my net worth. I'm excited for my financial future and finally have the clarity on how to take the money I work hard for and put that money to work hard for me."
"I received a large lump sum severance from my prior employer and was at a loss of what to do with it. Thankfully, I found Bobby and he coached me on how and where to start investing. That money would have lost value due to inflation and instead those investments I made have already increased my net worth. I'm excited for my financial future and finally have the clarity on how to take the money I work hard for and put that money to work hard for me."
"My fiancée and I met with Bobby when thinking about selling each other's properties and buying a new house for us to live in together. He was extremely knowledgeable about real estate, the economy and investing, and helped us understand important considerations in the process such as the pros and cons of how large our down payment should be and legal implications of buying property jointly prior to marriage. He is very encouraging and explains things in a humanly way that is easy to understand. "
TESTIMONIALS
"As a direct result of Bobby's coaching, for the first time in my career, I contributed the maximum amount allowed to my company's 401(k) plan. I also greatly reduced my expenses, notably by cutting discretionary spending on endless amounts of 'stuff' I don't need and selling my increasingly unaffordable residence and downsizing. Before acting on Bobby's coaching, I was working long hours in a very stressful corporate job just to pay the monthly costs of my apartment and credit card bills. Following Bobby's coaching, I've changed my mindset around money and right-sized both my saving and my spending, setting myself up for an earlier retirement and a happier, less stressful life."
- Richard - 59 - Lawyer
"I am incredibly grateful for the financial guidance provided by Bobby. His knowledge and friendly approach not only made complex financial concepts understandable but also created a comfortable space for discussions. Thanks to his coaching, I feel more confident and secure in managing my finances!"
- Sheyla
"I received a large lump sum severance from my prior employer and was at a loss of what to do with it. Thankfully, I found Bobby and he coached me on how and where to start investing. That money would have lost value due to inflation and instead those investments I made have already increased my net worth. I'm excited for my financial future and finally have the clarity on how to take the money I work hard for and put that money to work hard for me."
- Luke - 28 - Software Consultant
"My fiancée and I met with Bobby when thinking about selling each other's properties and buying a new house for us to live in together. He was extremely knowledgeable about real estate, the economy and investing, and helped us understand important considerations in the process such as the pros and cons of how large our down payment should be and legal implications of buying property jointly prior to marriage. He is very encouraging and explains things in a humanly way that is easy to understand. "
- Matt & Dawn - Newly Engaged
"We contacted Bobby to help us manage our personal finances. We struggled to understand financial jargon and was hoping to receive guidance from someone who cared. Bobby educated us about how to invest wisely, how to cut unnecessary spending, and how to challenge our fears associated with money. Having an understanding of our finances eliminated many fears that were keeping us from propelling into a stable future. We are very grateful for his coaching.
- Chris & Deb
"Bobby helped guide me on making strategic portfolio selections in my 401k and investment accounts. Since I am retired, it is even more important to ensure I have the right investment allocation for the future. He is extremely thorough and knowledgeable. I totally trust his judgment and would highly recommend his services!"
- Tracey - Retired Accountant