WEBVTT

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Does your job title

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reflect what you really do?

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In a sense, I see myself as

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both a teacher and a coach.

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As a teacher, I help you understand

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the pros and cons of the various decisions.

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And as a coach,

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I help you identify and ignore the noise,

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working to ensure

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you focus only on those things

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that will help you make informed decisions.

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I grew up in a family of teachers.

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My mom and dad taught high school music

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and my wife is a first grade teacher.

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I love teaching.

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It's just happening face-to-face with clients

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rather than in a classroom.

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I've learned a lot from my coaches.

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As I grew up, I found my real passion

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is helping people make the most of their money.

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Money isn't just about numbers.

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It's about how you use it to live your life.

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For me, my family is

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the most important part of my life.

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It really is what puts "life" into life.

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I was taught the value of

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relationships as a young boy

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and as the oldest

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helped take care of my five siblings.

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Now I enjoy taking care

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of my wife and daughters

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and in my job,

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I absolutely love my relationships with clients.

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The joy I get from helping to take care of them.

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I know that time is one of our most precious resources

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so let's make it count.