About The Company

If the information below doesn't address your questions, please reach out! I'd love to answer any other questions you might have, and possibly add them to this page.

What is Advising Well?
Advising Well, LLC is a financial coaching and training service geared towards Americans that don't qualify for standard financial planning services. Most financial planners have a "minimum investable assets" requirement in order to be a client, and many people can't meet those minimums. I believe that those are the customers who need financial planning the most. We aren't, however, any of the following:
What does Advising Well do?

My job is to help you step back and take a healthy look at your money: how you earn it, how you spend it, and how you save it. We'll walk through setting up goals that you want to achieve, no matter how big or small.

Once that's done it's time to motivate you to make a plan and then teach you the skills to stick with that plan for the long run!

Perhaps most importantly, I'll serve as sounding board for those times sticking to a budget is just no fun. Subscription clients can text or email any time they want to ask a question, vent, or have someone tell them to put the credit card down.

What don't you do?

Frankly, I can’t do it for you. My commitment is to take this journey with you and give you as many tools as possible for you to reach your goals. But the hard work, the actual doing it part, is up to you.

Other things I don't do:

  • I do not provide advice regarding buying or selling securities, recommend specific trades, nor do I make any trades of securities on clients’ behalf.
  • I do not sell any insurance products or annuities, I don't collect funds from clients in order to pay their debts for them, nor do I negotiate clients’ credit or debt obligations.
  • I absolutely do not have access your financial accounts.
Why do you offer a sliding scale?

My primary reason for starting this business was to make financial training and planning accessible to as many people as possible. By using a sliding scale, I'm able to offer services at a lower cost to those clients who can't afford traditional financial planning.

From a practical standpoint, concerns typically change across income levels too. Someone making $30,000 per year usually doesn't have the same financial worries as someone making $90,000. The sliding scale structure best represents this reality.