Change Agent Wealth Coaching

Set your wealth in motion

What is Change Agent Wealth Coaching?

Put simply, Change Agent is a coaching and education service that gets your financial house in order. That doesn't mean managing your money for you, suggesting a few hot stocks to buy, or even elevating your career. If you're here, chances are you've already done pretty well in the MAKING money part of the equation, but could use some direction in what to do with it. That's what I specialize in, with fundamental investing and personal finance strategies that allowed me to leave corporate work decades early. If that resonates, I hope you'll stick around and learn more about how I can help.

About Me

A Bay Area native, I spent 15 years marketing for large tech companies in San Francisco, including Adobe, Zillow, and Unity Software. It’s a career I loved early on and it was a wonderful and secure path. It just wasn’t my path. I’ve never wanted to spend the second half of my life at the whims of ANY employer, and if you’re reading this I’m guessing you don’t either.In 2015, around the time my wife and I were expecting our first child, I started to self-educate on financial literacy, including long-term investment strategies that could dramatically accelerate my timeline to leave traditional work and do something independent. I had no idea when I started that journey that my “something independent” would be financial education and coaching, but the further I went on this journey the more obvious it became that this was the best way I could help people in a way that felt deeply purposeful.In my initial planning, I found that it was possible that I could potentially “retire” in my early 50s on the path I was on (not bad). That lit a fire and motivated me to quietly but aggressively fuel my personal finance machine for the years to come. The more I learned, the more I continued to spend on experiences I loved but weeded out the need for (expensive) external validation. With constant investment along with a few lucky bounces, I got to my goal before my 40th birthday and walked away from a career that no longer served me.This journey got me to a level of financial freedom that rescued me from a deep dissatisfaction with my professional life. Maybe it was a bit of a mid-life crisis or simply the fact that I’m not the same person at 40 that I was at 25, but the thought of extending my corporate career another 10, 5, or even 1 year felt crazy if I wanted to truly feel a sense of agency over my life.This chapter with Change Agent became a reality because I know I can help drive others to the same level of independence I’m enjoying now - something I can’t in good conscience keep for myself.

Set 30 minutes with me at no cost, so I can learn about your financial situation, and you can decide if ongoing coaching or other services could make sense for you.

A dedicated session to understand what is most pressing with your financial situation, the things that are preventing you from moving forward, and how exactly we can chart out steps to setting or building upon your wealth creation

1:1 Consultation

$150 for 1 hour

After these sessions you will have a clear understanding of:

- Your net worth (assets minus liabilities) and how it's categorized- Your cash flow and how it's distributed (the big buckets of where your paycheck goes and the size of your surplus or deficit)- Your asset allocation and the fees you incur- Your mix of taxable and tax-advantaged accounts

You will have a clear action plan consisting of:

- Tailoring your finances to your biggest goals, both short-term and long-term- Options to allocate your funds for a balance of growth and stability that matches your age and any key nuances or circumstances- A tradeoff assessment of different investment options- A tradeoff assessment of how to better allocate your monthly cash flow

Tune-up and Transformation - $400

It only takes a month to change your wealth path

Includes 3 dedicated 1-hr sessions over 2-4 weeks with unlimited correspondence in between

3 Month Financial Coaching Program - $1,000

Email or DM me for details

12 1-hour sessions ($1,800 value)Documented steps you can take in the near, medium, and long termA playbook for your household that keeps key details and resources of your finances in a single organized placeDeducted fees for any previous consultations you've had in the past 6 months.

Get my free wealth tracker and ongoing tips

The first step in sharpening your wealth building is to track your numbers. Software and tools can help, but a good old fashioned spreadsheet connects your mind to your money in a way you will not regret. I'd love to share my version with you.

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