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Ready to Connect?

Are you looking to start your journey towards financial independence or want to learn more?  Connect with Jake below:

Let's Talk About Your Financial Future

Looking to get in touch and learn more?  Schedule a 30-minute intro call below and we will discuss what is top of mind to you, and determine if we are a good fit to help you navigate your path to financial independence.


Not ready to meet just yet?  Sign up for our newsletter below to receive timely content and education.

Navigating Personal Finance

For other financial professionals seeking an advice-only planner for a prospect or existing client,
I've included a referral page below with pricing and other details about NFP.

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