What I learned about money during COVID
This is a guest post written by Uziel, who has been working with me for the last few months. Let’s cut to the chase…. Here is the short list. I […]
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.
From the blog
COVID & Money Introduction
Looking at things as an Opportunity; What do I Have to Lose? These blog posts will focus on a few topics around money and happiness. The first one will be […]
What do you do with the stimulus check or any extra money that falls into your lap from the sky?
Today, many Americans woke up to money in their bank accounts courtesy of the US government’s effort to deal with the current economic and health disasters. A few of my […]
I cannot afford a housekeeper
Today’s blog post is inspired by one of the conversations I saw on a mom group Facebook group. Someone has recently hired a cleaning lady and was expressing her happiness […]
What I learned in 2018
Every year, at the end of January, I sit down to think about the money related life lessons of the previous year. Here goes the 2018 edition. Here is what […]
NOW RATHER THAN LATER
As I was talking recently to a potential client, the term ‘financial freedom” has been mentioned a few times. I heard the term plenty of times before; I know there […]
I THINK I AM GOING TO SAY “NO” TO THIS ONE
Our lives are becoming ridiculous. Not in a good way. Ridiculously busy, overscheduled and stressful. You don’t need me to tell you that. You know what you have to do […]
My failed triathlon and your money
Six months ago I signed for my first sprint triathlon. I was excited. This has always been “a thing” I wanted to do. What better present could I give myself […]
What do you want from life? Or what I learned about money in 2017.
Another year is over and as always, around the beginning of February, I sit down to think about what I learned about life and money over the last year. So […]
WHERE WILL MY KIDS GO TO COLLEGE?
My mother is a high school counselor at a really good high school in FL. If you didn’t know, October is the early admission scramble month. Most of the applications […]