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You’re not bad with moneyListen, I know you. I’ve worked with many folks like you. You’re amazing in so many areas of life, but you can’t seem to get your finances in order… and you’ve tried everything.
You’re smart and capable but it just does not make sense. The truth is, you’re not bad with money. You just need a better plan. |
Hey! I'm Dane.I'd like to be your financial coach
Here is a little bit about my financial background I am a graduate of St. Louis University with a degree in finance and have worked in the financial industry since 2009. After graduation, I worked for Chase Bank as a personal banker and also did a stint with State Farm as an agent. At one point or another, I have held most of the major insurance and financial licenses. Since 2014 I have worked in wealth management, specifically with high net worth individuals, families, and institutions, helping them achieve their specific goals.
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What I have always really enjoyed is having conversations with folks about their specific situation, educating them on all the options out there, and seeing them take the necessary steps too achieve those goals. It is always so satisfying when folks come back and say "I paid off this debt" or "we saved XXXX amount of money" or "Our investments grew by XX percent".
Working with me you'll:
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Build a clear path to reach your goals
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Receive support along every step
We’ll meet regularly to get rid of all the old money habits that have gotten in your way of accomplishing financial goals in the past. I'll answer any questions that come up and make sure you feel good about the process.
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3.
Achieve results you never thought possible
Paying off debt, saving for the future, investing for the first time... It's just the beginning. You'll be fierce in going after what matters most and your financial fears are in the past.
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