Lifepoint Financial Design

Lifepoint Financial Design is a comprehensive financial planning firm designed for millennial business owners. For established business owners, implementing complex financial and tax strategies at the right timing can make the difference between being financially independent at an early age or working much longer than preferred.

From experience, the problem with entrepreneurship is that oftentimes business owners are so dedicated to their craft, that it becomes difficult to see the forest through the trees. This can mean many neglected financial opportunities that could have resulted in meaningful results for their personal finances.

I've always been interested in finance from an early age. I was the guy in college who had fun putting together 5-year cash flow projections and modeling out future business profits. It was during that time that I began investing in the stock market with the little money I had. It was a natural fit that, post-college, I took a job at a financial planning firm and later stepped out and took on that entrepreneurial risk by starting my own financial planning business! As a millennial business owner, I know first-hand the financial challenges and needs of growing businesses. As a business owner, we wear a lot of hats, and life is constantly bringing forth new financial challenges and obstacles.

I help our clients with wealth creation, both in the business and personally, mitigating taxes, and setting up a plan for a work-optional lifestyle. Life is not a straight line, it ebbs and flows constantly, and my relationship with business owners is ongoing to adjust course as needed.

No Suits, No Jargon, Just Transparent Financial Planning