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Establish a Strong Financial Foundation & Create Generational Wealth
Establish a Strong Financial Foundation & Create Generational Wealth
Offered by Jonathan D.
5.0
Personal Finance Expert | First-Gen Journey | Building Generational Wealth
Studied at Tuck School of Business
Worked at Boston Consulting Group
Package Description:
This package is designed for early career professionals that are serious about their financial futures and want to set themselves up for long-term financial success! I come from a first-generation low-income college student background. I am the son of low-income immigrants who barely understand the concept of a standard savings account let alone concepts like time value of money and compound interest. I am also a first-generation white collar professional and was a deer in headlights when I started my first consulting job out of undergrad. It took me a while to realize that there were numerous employer retirement benefits and personal financial opportunities that I did not understand. This is a duanting experience for many first-generation white collar professionals and I am here to assure you that I have done the heavy lifting so that I can share my expertise with you! If you want someone to help you understand the fundamentals of financial planning, budgeting, and investing and to instill in you the knowlege you need to ensure you achieve your long-term finanical goals, I'm your guy. Let's work together! If you want someone to help you beat the market and identify the next booming cryptocurrency, I'm not your guy, but best of luck!
What you'll get from this package
A custom budget we will build together to ensure you're properly tracking your finances
Detialed lessons on a range of financial principles including time value of money, compound interest, risk-reward ratios, 401ks, IRAs, Roth 401ks, Roth IRAs, Mega Backdoor Roth 401ks, and Backdoor Roth IRAs
Live support to walk through and explain account setup, your employer retirement portals, your personal retirement portals, stock brokerage accounts, and other money management interfaces
Strategic financial advice to help you acheive your financial goals
Additional details
Coaching delivered via live sessions.
I prefer live sessions and I am also very flexible! If you prefer a mix of live and asynchronous coaching I am happy to accomodate your preference. If you want guided sessions where I walk you through everything you want to know step-by-step and fill in all the gaps for you, I'm happy to do that! If you want someone that you can text and call outside of sessions for quick tips and advice, I'm also happy to do that! If you want someone that gives you time and space to digest information in between sessions, just say the word and you got it!
For the standard session and 3-session bundle package sizes, I offer texting and call support outside of our sessions at no extra charge. For the standard session, you will be able to text me all you want for 1 week after our session concludes. Expect a response by end of day at the latest. I am much more responsive after 6pm ET and can guarantee a response within 1 hr from 6pm ET - 10pm ET. You can also call me from 6pm ET - 10pm ET once a day for 15 min to discuss concepts from our session and ask any lingering questions you have. After 10pm ET, expect responses the next day. For the 3-session bundle, the same texting and call policy as the standard session applies with an additional week of texting and call support. That means that after we complete our 3-session bundle series, you'll have access to me via text and calls at no extra charge for 2 full weeks.
Services included:
Financial Planning
Budgeting
Saving & Emergency Funds
Investing
Retirement & Employer Benefits
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Schedule a call with a Leland team member who can help you explore your options.
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Custom hourly · $200/hr
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Jonathan also coaches for MBA and Management Consulting. View all.
Offered by Jonathan D.
Joined February 2026
5.0
Personal Finance Expert | First-Gen Journey | Building Generational Wealth
I love Personal Finance and have been an avid saver since I could count and understood the concept of money. I come from a low-income first-generation immigrant background and I have always been determined to improve my family's financial situation. I know what it's like to start from zero and use your resources to build wealth the patient way. I am not in the business of selling people hopes and dreams about picking a wonder stock or cryptocurrency. I am here to breakdown the topics many people who have family members in white collar/corporate enviornments often take for granted. I remember joining my first corporate role as a consultant and quickly realizing that I was far behind on understanding how to use my company's retirement accounts and resources effectively. Through a ton of research and trial and error, I have learned exactly what an early career professional needs to set themselves up for financial success. If you identify as someone with limited personal finance knowledge and you want to understand topics like 401k, Roth, IRA, Backdoor IRA, Mega Backdoor 401k, and 529 Savings Plans I have done all the heavy lifting for you. If you feel like I did years ago where I was breaking into the corporate world, but still knew very little about practical personal finance to begin the wealth building journey, I am the coach for you!
Starting at $200
1h+ of coaching