About

Hi! I’m Sam – a college student and personal finance coach.

Two years ago, I saw an ad in my school’s union recruiting students to join a university-wide financial coaching program. I’ve always been interested in my own finances, trying to figure out the best places to put my money and how to set myself up for success down the road, but had never considered doing this for other people. Six months of training later, I began to meet with clients 1:1 in a small office tucked in a back corner of one of our campus gyms. It wasn’t glamorous work, but the students I coached seemed to gain a lot of value from our sessions – and I really enjoyed teaching them!

Over the past year an a half, I have helped clients save over $250,000 through easy, actionable steps that quickly break down complex topics into approachable plans. My methods are simple and time-tested. If you can do middle school algebra and stick to a schedule, you have the ability to create wealth and change your financial trajectory. Don’t believe me? Every resource on this site is free – so you can try it out with zero risk!

On this site, you’ll find instruction on how to structure your finances, save for the future, and have the freedom to accomplish what’s most important to you. I genuinely believe that anyone, regardless of background or situation, can become financially free using a realistic plan, a little instruction, and the determination to focus on the end goal.