
A personalized income gap breakdown
A full income & expenses walkthrough
A clear number. "How much income you need to live your ideal life"
A realistic timeline for financial freedom
"Next step" tailored to your situation
No sales pitch — just clarify
Why I offer this for FREE.
"I've helped hundreds of people plan their financial future and the biggest problem I see is that most people have no idea how much income they really need— or how far behind they are. This tool changes that instantly."

We'll gather your numbers and goals (super simple).

I'll walk you through your Income Breakdown result live on Zoom

You'll leave with a clear plan — whether your work with me or not me.
10+ years as a fiduciary financial advisor
Thousands of Income Breakdown plans run
Founder of the FAN Wealth Mentor Community
Partnered with Goldman Sachs Advisor Solutions
Helping people build wealth & income across the U.S
No.
There is nothing you need to buy to get value from this call.
The purpose of the conversation is clarity around your income, goals, and how to think about funding them over time. Any next step is optional and only discussed if it genuinely makes sense.
No.
This is not a pitch or a pressure call.
We walk through your net income, your expenses, and how money is actually working in your life right now. The goal is understanding and clear thinking, not selling you anything.
Two things.
A clear understanding of:
• Your net income after taxes
• Your monthly expenses at a minimum
This conversation is grounded in real numbers. Net income is what matters. Everything else can be worked through together.
Yes.
This work is grounded in real planning and real-world experience. The conversations are practical, transparent, and focused on helping people think clearly about income, time, and goals.
The conversation is free. The clarity around your income is free. The understanding you gain is free.
What’s not free is the work.
If you decide you want more freedom, it will require time, money, learning, and consistency. This call simply helps you see what that would actually take and whether it’s something you want to commit to.
With 10+ years as a financial advisor, founder of Wealth Mentor community, and partner with Goldman Sachs Advisor Solutions, I've helped thousands across the US build real wealth and income clarity.