Kinetix Financial Planning

A CERTIFIED FINANCIAL PLANNER professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management.

Are you a sole proprietor, single-member LLC, independent contractor, or micro business owner? We understand the challenges you have when it comes to operating a business and entrepreneurship. You wear many hats, and we are here to help you optimize your business, plan cash flows, reduce and pay taxes, manage risks, and create wealth.

Our financial planning and investment management success stories will provide you with an in-depth example of working with a CERTIFIED FINANCIAL PLANNER. We design our process to simplify your financial life, provide accountability, and serve as your financial coach. Money isn't the answer to everything, but a tool that can create financial flexibility and live your own vision.

Your life is constantly is motion and your financial plan should be too. Dynamic financial planning keeps your finances up to date with your life and goals. Together, we build and keep momentum for the long run while providing accountability and serving as your financial coach. You are accustomed to paying for most services through a monthly subscription, so why not financial planning?

Your investments are a catalyst to creating and growing wealth. Investing is about time in the market not about timing the market. We build your investment portfolio for the long run, not as market timers. In the short term, investors can encounter many risks that can hinder their portfolios: volatile markets, bad news, fake news, investor emotions, and the inability to construct an efficient portfolio.