Let me ask you a question. Do you have a plan for your money? Are you confused about investing in the stock market? Do you need help selecting the right assets in your portfolio?

Well, you are in the right place.

As professionals, we have worked extremely hard to attain success. We spend so much time perfecting our craft while racking up mortgage-sized student loans. Yet, we lack the financial know-how to start building wealth. We depend on financial advisors but most are disguised salesmen who recommend fee-loaded funds and sell us high-premium "Whole-life and IUL life insurance policies. 

This is where I come in. It is time to take control of your money and learn the skills and knowledge you need to manage your money. After making major mistakes with money, I decided to become part of the solution to help others avoid the same roadblocks I faced when I began investing and chasing financial independence. 

As a trusted Financial Coach, I have helped many clients begin their journey and I am excited to help you do the same. 

I specialize in helping my clients achieve their personal finance goals by:

  • Refining your "why"

  • Creating a cash-flow plan

  • Using the right accounts to invest

  • Creating a debt pay-off plan

  • Obtaining appropriate insurance

  • Enjoying their money on things they value.

I look forward to helping you. 



I offer a variety of coaching packages based on your familiarity with investing, to help you achieve your financial goals. 


Let's talk about your financial goals.

Offers are available for 1 to 3 months. 

  • Perfect starter for beginners or individuals with some experience in investing.

  • I will help you over time to fine-tune your budget, set up the necessary investment accounts, guide you in selecting quality investments and obtain the necessary insurance to protect yourself and your assets

  • Subsequent meetings are spent on holding you accountable to your budget and investment plan

  • I will also teach you how to analyze and make your first investment.

***Includes access to $100K challenge

**You will have access to me via text messaging and email for up to 3 months to answer any questions or concerns. 



Learn how to build a recession-proof portfolio.

Join me and a group of like-minded investors on a journey to build a solid portfolio to $100,000 and more. This group meets monthly and began on January 25th, 2022. 

  • In this course, you will learn which stocks and ETFs to invest in besides your S&P 500 index fund.

  • You will learn exactly how I analyze ETFs and stocks and also enjoy the camaraderie among the community to spur you on to invest more into your account. 

  • In every meeting, I go over 2 new stocks for the portfolio and I suggest what prices to buy these stocks.

  • Join today to learn how to build a cash-flowing portfolio. 

  • **There are risks in every investment.



What Clients Are Saying

Since starting my business in 2020, I have helped my clients plan and execute on their financial goals. Read on to learn what they have to say about their experience with my coaching services.


Ebow, Engineer

After making so many financial mistakes, my wife and I decided to seek financial help from Dr. Charles. Dr. Charles graciously gave us clear guidelines to achieve financial freedom. His ability to listen, coach, and cheer us on when we exceed our quarterly goal was refreshing.  Our session with Dr. Charles at times turned into borderline marriage counseling which speaks to a great length of his ability to listen and provide guidance to our financial mistakes and to provide a fundamental understanding of what it means to invest for the future and its benefits. My wife and I have learned a great deal from Dr. Charles these past six months and we will forever be grateful for his coaching but most importantly his friendship.

"The problem with shortcuts is that you arrive prematurely and unprepared."




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Financial District