Your financial concierge is here to help ensure you have financial peace of mind in all of your financial decisions. #buildwealth
I help produce financial rockstars, one #buildwealth plan at a time! Not sure where to begin when it comes to your financial plan, I can help. Want more peace of mind around the financial decisions that you make, I can help. My goal is to turn you into a financial rock star and aid you in either creating or enhancing your #buildwealth plan
**For any 1-hour call scheduled, 50% of the proceeds will go to support the Urban Financial Services Coalition MARK I Emerging Leaders program**
Jasper is amazing! He is realistic and non-judgemental. He understands that I have internalized issues around finances and is sensitive to that during our discussions. He has made me feel better about my financial situation after every call, while also calling me out if I need it. He has a nuanced way of making sure I am comfortable but also know what I need to do to improve my situation. I have recommended him to friends, and would highly recommend him to anyone.
My initial call was great! We were able to discuss my survey answers and outline the next steps in my journey to financial freedom!
Thank you for the call yesterday. I appreciate the points you emphasized and our talk was also very engaging!
Jasper is always such a huge help!! He is realistic and relatable. He knows his stuff and makes me feel comfortable in sharing my concerns. Working with Jasper makes you feel like you’ve always got a support system in your corner!
Jasper was very helpful in helping me navigate my retirement options. I had a new company take over my accounts and their broker was telling me about different options to place my money for retirement. It was refreshing to hear a non biased point of view of how to invest my money.
I had a great conversation with Jasper about planning for my son's college expenses. He's very knowledgeable and had multiple options for me to consider. Thanks Jasper!
Jasper was great and made me feel comfortable immediately, which is important when you're essentially meeting someone the very first time via phone AND you're discussing such a personal subject. The 15 minute conversation was just what I needed to make sure I was doing all that I could to secure/improve/maintain my finances in this period of transition.
Through and very responsive to each question/concern posed during the call. Provided great insight and encouragement.
Jasper was efficient, personable and answered our questions with a wealth of information.
Jasper was very professional and knowledgeable about how I can grow my money for retirement and about investment options outside of retirement. I am very confident that with his continued assistance, I can begin to create the type of wealth that will ensure a very rewarding retirement. Thanks Jasper!!
Very professional and knowledgeable. I cannot wait to grow my portfolio with Jasper's guidance. Very thankfully, he also ensured that we stuck to the time limit so that I would not have to pay more. I recommend Jasper's services to all of my friends and family.