Who We Are

Before I grew my wealth I really struggled to manage my personal finances. I had student loans, credit card debt, a car loan and was living pay check to pay check. Through my experience I found there are limited resources for people who don't have $100,000+ lying around. I was struck by the fact that if you don't have a large amount of money very few people could help you along your financial journey. At the same time, many of the habits we develop when we are young are harder to break as we get older. My motivation for starting this business is to help you start developing healthy financial habits early with the hope it will improve your quality of life.
The purpose of Small Victories Wealth is to provide financial planning at any life stage regardless of asset size. We focus on developing habits, "small victories", that help you grow and maintain your resources (money/wealth).
I believe people are intimidated by goals that are distant in time. I mean who really knows how much they need to retire? It's hard to predict the needs and wants of your future self. To resolve this challenge, we focus on celebrating the small victories that are part of your wealth journey.
Our focus on milestone achievement keeps you motivated and provides clarity on what you need to do today to produce an awesome tomorrow.
Integrity, creativity, and empathy shape the way we work. These aren't just words—they’re the foundation of everything we build.

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