I live in Hamilton, Virginia with my wife, two young daughters and middle aged dog. On the path to FI myself, I had envisioned early retirement filled with my hobbies of gardening, hunting and fishing, home projects and hiking with my family. However, after going on our first summer vacation with our firstborn, my wife and I decided the strategy of buckling down and grinding out the years with high income to achieve early retirement just wasn’t the right path for us.
Because we had done the hard work of planning, saving and investing, we had built up a solid foundation from which we had a lot of opportunities to change our lives for the better. After reviewing our plan with our own financial planner, we decided to make a change. Because my wife still loved her job and my job was what was wearing us down, I took the leap to pursue a “Fully Funded Lifestyle Change” to do the same work I love, just with clients I better align with and on projects I am truly passionate about. I know firsthand what the benefits of pursuing FI are, namely the freedom to exit the normal work path and chase the dream of a better work-life balance and work you deeply care about.
Ultimately, my goal is to assist others on their journey to financial independence while creating a life worth living with my family. I’ll know I’m successful when I can help my clients implement strategies to achieve their life goals and have the confidence that their plans will work, while also being able to spend time with my growing family, whether cooking dinner or reading Goodnight Moon for the 1000th time!
As for my background, I graduated from University of Maryland, College Park with degrees in Finance and Accounting. For several years after graduation, I worked on individual taxes for high net worth individuals, estates and trusts at a Big 4 accounting firm. Due to my desire to work on the planning side rather than just the accounting side, I moved into Financial Planning and worked in this field for over five years in a large Fee Only registered investment advisor in the Washington D.C. Metro area.