Lunch/Coffee with a Certified Financial Planner® - Ask me anything

Ignore the listed location - the meeting spot is up to you! Dates/times are flexible - let me know if an alternative time is more convenient !

Why is this free?

There's no catch. I'd love for you to become a client one day, but I know that only happens if you actually find this valuable. So I'd rather earn your trust first by providing advice, and letting you decide later - but zero pressure or obligation!

About Doug:

Advisor Website: Steelview Wealth Management

Advisor Credentials: LinkedIn

About the session:

Personal finances can be complicated and confusing. In a world where AI generated answers are wrong just as often as their right, taking the time to consult an expert can save you from potentially costly mistakes. In this session, you'll be able to ask Doug his opinion on any matter related to your personal finances. Some examples include, but are not limited to:

-How, where, and in which account types should your money be invested

-How to to plan for retirement

-How to best optimize your investments to reduce taxes

-How to manage receiving an inheritance

-How, and if, you should rollover a 401(k)

-How to manage finances after a divorce

-How to properly protect you and your family with insurance

-How to manage the added complexities of being self-employed