Attainable Wealth is a fee-only, virtual, comprehensive financial planning and investment management firm focused on helping you build the happiest life that you can with the money you have.
I only get paid by you, for the advice I provide and never for the products I sell. Together, through a financial plan and through asking the right questions, we will work on building the life that makes you happy regardless of how much money you make, what you do for a living, or how unexcited you are about your finances – a meaningful life that balances your career with your family, friends, and eliminates money worries.
Do you want to stop worrying about money? Do you want to bring your money house in order so you can feel confident about your life? Do you want to make sure that every dollar you have is used in the best possible way? There is a strong relationship between money and happiness and together, we can uncover what that relationship is for you. At the end of the day, it’s your money. The more you know about managing it, the more you get to keep.
I am what I call an applied academic. I have a PhD in finance and am a Certified Financial Planner. I work with people who are looking to improve their finances, and as a result, improve their lives. My main goal is to increase your happiness level. To get there, we start by organizing you and making you aware of your spending and resources. Then, we move to the more “financy” topics. We allocate your investments, plan for retirement, take care of your kids’ education and discuss tax law. But before anything else, we need to figure out what makes you happy.