Establish a Strong Financial Foundation & Create Generational Wealth
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's included
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!
- 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
Meet your expert
Jonathan D.
Personal Finance Expert | First-Gen Journey | Building Generational Wealth
Hi, I'm Jonathan! To tell you a little bit about myself, I come from a low-income first-generation immigrant background. Despite my strong resume and accolades I've achieved professionally and academically, I started off as a New York City public school student at a Title 1 school (school where most students come from families that qualify for free/reduced lunch). I always had dreams of going to college, studying business, and becoming a corporate leader. My determination to acheive this goal led me to bet on myself and apply to the University of Virginia (UVA) with the goal of applying in my 2nd year to one of the leading undergraduate business programs in the United States, the McIntire School of Commerce at the University of Virginia. I got into UVA despite feeling like a complete imposter given my personal and academic background. However, I didn't let that stop me. I got to work. With very little understanding of the higher education system, how to perform well, and to put it bluntly...how to get a corporate job, I made sure to use of all the resources available to me. My undergraduate days helped me develop an incredible amount of resourcefulness that I now apply to all aspects of my life. Long story short, I went on to graduate from the McIntire School of Commerce, landed in consulting at KPMG, applied to business school years later, and attended the Tuck School of Business at Dartmouth. At Tuck, I became a more confident version of myself that the undergraduate version of me could only dream of. I dove into my interests in Consulting and FinTech, co-founded the First-Generation and Low-Income club, and graduated with honors. After Tuck, I went to BCG and refined my consulting toolkit. After deciding I wanted to give industry a shot, I made the move to JPMorganChase where I am now a Vice President, Product Delivery Manager. I have acheived great things in my career and nothing would make me happier than to help people that share my background realize their dreams and navigate the challenging path I have navigated with more ease than I did. Behind all the success is a lot of trial-and-error and a lot of self-doubt that most folks don't see. I am sharing this all in my bio because if you have read this far and if anything I said struck a chord with you, I want to be your coach, and I want to help you succeed.