Pocket Project LLC

Pocket Project is a fee-only Registered Investment Advisor. We are based in Tempe, AZ but have virtual capabilities to work with anybody within the US.

Pocket Project started with the simple goal of helping my peers get access to financial planning early in their careers. Getting financial help from an advisor can be intimidating, and it’s hard to know if the advisor has your best interests at heart. Pocket Project was developed to help young individuals, couples, and businesses get control of their financial situation. My promise is full transparency and to ease that feeling of “am I doing enough?”..

Pocket Project’s mission is to provide financial management to individuals, families and businesses by working as an advisor and accountability partner. This is done through a comprehensive approach to your full financial picture – how your retirement plans work with your investment accounts, how your company benefits work with your individual insurance policies, how your different types of bank accounts affect your taxes, etc. Most of my clients are closer to the beginning of their careers than the end and have never hired a financial advisor. Because of this, my approach includes financial education along with recommendations to empower you and instill confidence in the decisions you are making. As an accountability partner, I make sure that action items are getting completed and help you stay on track to reach your financial goals..

Your finances should be seen as a lifetime “Project” that is constantly changing and requiring updates. I formed my company to be a guide and a partner throughout these changes, and assist in making the best decision for you..

I look forward to hearing more about you!.