Who I Work With
Are you navigating a big life or career transition?
You’re not alone. Many of my clients are professionals in their 30s and 40s who are working through:
Career Shift
Switching careers or starting businesses
Family Balance
Balancing kids, aging parents, or both
Income Change
Managing changes after burnout or layoffs
Whether you’re planning something big or just trying to feel more in control, we’ll build a plan that fits your goals and your lifestyle.
Why Sheer Empowerment Financial
I get it — because I’ve lived it.
I left a high-pressure job managing money for the ultra-wealthy in Boston and moved with my family to the White Mountains in New Hampshire and built a life I don’t need a vacation from.
I understand what it means to value autonomy, health, and purpose — and how your finances can support or block that vision.
As a CFA® Charterholder, CFP® professional, and Certified Health & Wellness Coach, I bring a unique blend of financial expertise and holistic insight. I’m here to help you gain clarity, reduce stress, and make confident, values-aligned decisions.
How it Works
Honest Advice. No Jargon. No Sales Pitch.
Start with a free 30-minute consult
We’ll talk about your goals, your current situation, and what’s keeping you up at night.
Get a personalized financial roadmap
A financial plan with strategic recommendations tailored to your specific goals clearly explained.
Move forward with clarity
You’ll have the clarity and support to navigate whatever comes next — job changes, family shifts, or new opportunities.
What You Can Expect
This isn’t just a one-time plan. It’s flexible support as life evolves.
Clarity
Know where you stand and where you’re going
Simplicity
Organize your finances without overwhelm or jargon
Peace of Mind
Flat-fee, objective advice-only guidance (no product sales)
Expert Set of Eyes
Identify blind spots and opportunities you may have missed.
Ongoing Guidance Available
Stay on track with plan updates and regular check-ins (no obligation)
“Matt made himself readily available throughout the process. His insight, actionable plan, and follow-up check-ins helped us feel more confident in our financial decisions. We’re grateful for his support and look forward to continuing to work with him.”
Disclosure: This testimonial was provided by a current client. No compensation was given. Their experience may not be representative of all clients.
Schedule Your Call Here
Ready to feel more confident with your money?
Book a free 30-minute call to explore how I can help.