History
I established Java Wealth Planning to be THE source for helping tech professionals navigate their financial lives. I have first-hand experience navigating job changes, contract positions, hiring, promotions & bonuses, stock compensation, ESPPs, benefits packages and trying to balance your job with family and outside interests. The tech scene is booming, opportunities are out there, and you need more than a generalist advisor who wants to either sell you a product or roll over your old 401(k). I was blessed with a fantastic career in tech, and see the tremendous potential that this career carries for others. I have since reached a point in my financial journey and experience where I would like to pay it forward. I am a firm believer in living a life that aligns with your core values, and creating a company that is focused on financial literacy, empowerment and service is what that looks like for me.
Specialties
Java Wealth Planning is a flat fee-only financial planning and investment management firm, based in Lee's Summit Missouri. I focus on Gen X & Millennial families and the many issues our generations face, with a specialization in IT professionals.