Enjoy life now, while also planning for the future.

We help busy professionals find a work-life balance that fuels their dreams.

FINANCIAL
WELLNESS

Help your employees feel more secure about their personal financial situation. They’ll be more likely to focus more attention on their day-to-day responsibilities — and take on those tasks with greater confidence and increased enthusiasm.

FINANCIAL
PLANNING

Financial Planning is about understanding where you stand financially, identifying your personal financial goals, and creating a plan to reach those goals. It doesn’t have to be more complicated than that.

SPEAKING ENGAGEMENTS

Tommy’s speaking programs are educational but also strives to provide some humor, but in a nonjudgmental and relatable way.

Enjoy your life,

while also planning for the future.

Someone once told me that the best way to show you love, is by giving your TIME.

They were right. Our most valuable currency is TIME.

In my practice, I’m here to remind you to enjoy life today, while also planning for the future. Don’t wait until retirement.

We’re here to help you find a way to live well today, and in retirement.

Recent Blog Posts

Income-Based Repayment (IBR) Guide

Income-Based Repayment (IBR) Guide Income-Based Repayment or “IBR” is one of four income-driven repayment plans designed for borrowers with high federal student debt balances, as compared to their income. Income-Based
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Revised Pay As You Earn (REPAYE) Guide

In this post we share the pros and cons of REPAYE —what payments look like and how people get into trouble.
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Public Service Loan Forgiveness (PSLF) in 5 Easy Steps

Public Service Loan Forgiveness (PSLF) is an amazing student loan forgiveness program. Unfortunately, very few people get approved.
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