Our Clients

How do I know if WE would be a great fit?

My ideal clients have a few easy-to-identify qualities:


Nerds are people who have a passion for something, so much so that they sometimes lose focus on other things. That passion could be gaming, engineering, comics, graphic design, or anything else. The key is that you want to DO that thing. Passionate people are fun!


My clients like to offload the financial stress onto me. I am a nerd who is passionate about finance, and good clients are comfortable knowing I’m looking out for them. While I ultimately strive to teach skills and educate, my clients trust me to handle things on their behalf.


My favorite clients care about others a whole awful lot. People who care are focused on making the world a better place for those they care about, and that’s inspiring. Whether it’s family, friends, or a specific cause/group of people - the best clients care.


Working with people who want to do the minimum is draining. I enjoy working with people who are not only passionate, but are looking to achieve within their life. That does not always mean they want to be billionaires, but it does mean they value the internal feeling of achievement.

A Sense of Humor

Life is dull if you can’t tell a joke. While we will be working on serious topics and learning a lot about one another, it’s a huge bonus if you can make me smile. A good sense of humor makes life all the more enjoyable.