About Matt
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I have more than a decade of experience as a Senior Investment Analyst and Financial Advisor in the wealth management industry. After serving some of the country’s wealthiest families at a top tier wealth management company, I felt called to take what I learned and work with busy 30 and 40 year olds like me who are underserved by the financial industry for getting personalized, objective financial advice.
I hold both the Chartered Financial Analyst and Certified Financial Planner designations, which are considered the most rigorous to attain in the financial industry. This combination sets me apart from the vast majority of financial advisors as it allows me to provide both expert comprehensive financial planning and investment recommendations.
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​I live in the White Mountains of New Hampshire with my wife and two young children. As busy solopreneurs and co-parents, my wife and I are still figuring out how to balance making time for all of the many important areas of life outside of work and family responsibilities. I truly understand how critical it is to use our time and energy wisely at this very demanding stage of life. I have created a structured financial planning process that will help you accomplish your financial planning priorities, so that you can focus more of your precious time and energy on enjoying your life.
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Benefits of Working With Me
Trust
Non-judgemental financial advice from a peer who understands your challenges and will provide the unbiased financial expertise you need.
Actionable Plan
A thorough review of your financial picture and personalized step by step plan for taking action on your most pressing financial concerns with support for implementing recommendations.
Relief from Financial Anxiety
Education on the rationale for all financial strategy recommendations made, so that you will feel fully confident in your understanding of your financial picture.
Go to Financial Expert
You will have someone who understands your unique financial picture and goals focused on working with your generation who you can count on to help you to stay on track and navigate financial transitions moving forward.
Process
1
Complementary Discovery Meeting
We will discuss your top financial planning priorities and the Sheer Empowerment Financial approach. If it looks like we are a good fit, I will follow up with a personalized financial planning proposal outlining how we can work together for you to review.
2
Data Gathering
You will be provided with access to a confidential online dashboard where you can upload your financial documents that will be needed to conduct a thorough analysis of your current financial picture. A checklist of the documents required will be included in your financial planning proposal.
Financial Empowerment Plan Presentation Meetings
3
Over the course of a series of meetings, you will be presented with a clear and actionable financial plan document detailing all of my financial strategy recommendations for your specific financial goals. We will spend time discussing the rationale behind all recommendations in depth, so that you have a thorough understanding and can provide feedback before moving forward with implementation.
4
Plan Implementation Meeting
We will screen share and go step by step through your action plan. I will be there to guide you as you set up new accounts, make investment changes, and implement any of the other recommendations made. You can count on my support to make your Financial Empowerment Plan a reality.
Stay on Track
You will have the option for continued access to ongoing advice from me as your trusted financial resource to help you stay on track with your financial planning.