I’m a financial planner who helps T-Mobile employees and their families live their best lives.
As seen in:
Like other T-Mobile employees, do you wonder:
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How much to contribute to your 401(k)?
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Whether to sign up for the Employee Stock Purchase Plan?
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What to do with your Restricted Stock Units?
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Whether to choose the Health Savings Account plan?
What’s your current T-Mobile position?
Explore to access free resources!
Here's how the financial planning process works:
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1. Free consultation
We'll mutually determine fit in a free virtual meeting.
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2. Draft a roadmap
We'll determine your financial priorities and engagement scope.
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3. Develop your plan
We'll co-create your financial plan in a series of collaborative meetings.
Advice only… really!
You’re never:
Surprised by fees
Required to move your assets
Charged more just because you have more
What do these mean for you?
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I only advise what’s in your best interest. Not mine.
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I only get paid by you. Complete transparency. No products, commissions, or hidden charges.
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You maintain complete control of your money. No hassle of moving assets or accounts.
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Results for you, not shareholders or private equity stakeholders. No sales quotas. No toeing the company line. I’m not tied to any family of funds, investments, or insurance products.