Financial Reviews

"We reached out to Sam to get some advice on the most effective way to invest our money with a focus on short and long-term financial goals, and he did just that! Sam was meticulous and detailed about asking the right questions during the discovery phase of our relationship to truly understand what our goals are, and even took it a step further and ask about personal values with respect to investing (ie. environmental, ethical stances on gas and oil investments etc,). Sam is a breath of fresh air in comparison to other financial professionals we have encountered at the big banks in the past because he takes the time to educate us and is not focused on selling us a product, but rather providing excellent service and advice without making us feel dumb for not knowing much about investing. Thank you, Sam, for the excellent experience and service!"

"I followed Sam's content for some time before deciding to engage him as my Financial Planner, it was probably one of the best financial decisions I ever made. He has a fantastic ability to communicate and educate in a way that leaves you feeling empowered and excited to make the healthy, prescribed financial changes. At no time have I ever been left feeling judged for the decisions I had made in the past, but
instead, Sam built upon my existing knowledge base and helped to correct misconceptions I may have had and has been working with me to develop a healthier relationship with my finances. He is quick to respond, direct, and doesn't mince his words. I appreciate his advice and look forward to working with him for years to come. I feel a strong sense of relief now and am confident my finances are being handled by someone who both knows what they are doing, and cares about myself and my family as well as our priorities."