My journey in the world of financial planning began while I was still in college. I became very interested and read all sorts of books on the topic. I connected especially with Robert Kiyosaki and his book, Rich Dad Poor Dad. Over time I realized that the “financial planning” that was being taught to the masses was not only wrong, but it was hurting people. It was causing them to fail financially.

People aren’t being taught how to become financially free, or “rich”, as Robert Kiyosaki states in his books. They are being taught to sock money away in the coffers of the financial institutions, giving up control, giving up access, use, and cash flow. They are being taught to follow what I call “The Accumulation Theory”. They are being encouraged to gamble, but call it “saving”.

Financial planning has failed. With the armies of financial advisors and incredible technology we have today, people aren’t more successful financially than previous generations. In fact, it’s the opposite. We are seeing more dependence than ever before.

My goal, my journey, my mission, is to change how financial planning is done.