I cannot overemphasize how much Adam helped me with my finances. He calmed my nerves to approach and discuss the details of my money, which can be very anxiety provoking. He took my financial goals and guided me step by step in organizing and managing my money the way I wanted to and that worked for my lifestyle. I am so incredibly grateful for his kindness and expertise, I’d recommend him to anyone I know! - Katie, Nashville TN

Guest UserMay 31, 2020

It was never a priority for me to be serious about looking to the future with regard to my finances. As I approached retirement, I realized I wasn't where I needed to be and needed help to get back on track. After years of failed budgets and procrastination, I started working with Adam. For the first few months, I was probably his most frustrating client because I did not follow through on the plan we put together. He saw my sincerity in wanting to plan for my future, and had a frank discussion with me to help me understand why I was continuing to procrastinate. He reinforced the fact that if I did not start taking some steps, I would never reach my financial goals. If he hadn't gently pushed me, I would not be where I am today and able to retire in the next few years. I think one of the greatest things about Adam as a financial coach is his ability to adapt his approach to each client. I truly appreciated his honest assessment of my situation, and his understanding that I may need more of a push than his other clients, and willingness to do so. -Ann, Denver, CO

Guest UserMay 31, 2020

Adam's thorough and confidential approach to helping me review my financial situation proved to be invaluable as I began to see opportunities to save money where I was needlessly spending it. His level of professionalism in a judgement-free zone helped me feel comfortable as I plan for major life events such as getting married, buying a house, planning for potential kids, and retirement. I highly recommend Adam to anyone who is looking for ways to improve their financial standing and better prepare for their future - whether you're already financially savvy or just getting started. -Michael