Growing the life you want doesn’t happen by accident.
When your Life and Career give rise to big financial questions, don’t grapple with them alone.
You deserve to feel confident about your financial decisions, but when new opportunities arise, like a career change or home purchase, and you feel unsure about what choices to make, you need answers.
That’s where I come in. I’ll help you address the unfamiliar world of investments, savings, and wealth management so you can move forward with confidence.
HOW I CAN HELP YOU
Comprehensive financial planning can help you get rid of that insecure feeling when it comes to money in your life. Together, we can make it about more than just numbers and check lists.
Here’s how I can help:
- Career transition counseling
- Organize your finances
- Clarify your goals and make a plan
- Job offer evaluation
- Understand your unique financial behavior
HI, I'M MATT MCGINNESS, CFP®
Believe me when I say that I know what it’s like to navigate the euphoric and bumpy road to a career and life you love. I’ve experienced the excitement of helping grow a company getting ready to go public, the challenges of helping to lead a company through ownership transitions, and the challenges of a company downsizing. I’ve grown a lot, and I’m prepare to help you grow well, too.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.