We're on a Mission to Change the Financial Planning Industry
Did You Know...
Even a "Small" Management Fee Can Drain Your Life Savings Over Time
Not all Fiduciaries Put You First—Know Who to Trust
Many Advisors Won’t Even Talk to You Without a Big Portfolio
What makes Money Management different?
Your Money, Your Control – We empower you to make your own investment decisions—no pressure, no hidden agendas.
Real Advice, No Conflicts – We put your goals first, not commissions or high fees.
Transparent & Affordable – Clear pricing, no hidden fees—know exactly what you’re paying and why.
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About Money Management
Hi, I’m Paul—a CPA with over 10 years of experience in personal finance. I’m excited to share my journey toward achieving financial independence by age 40. This website is your go-to resource for practical personal finance advice—whether you're a young professional starting out, planning for early retirement, or eager to learn about investing.
I’m here to cut through the noise and offer real value, sharing strategies and knowledge you can immediately apply to improve your finances. Together, let’s skip the fluff, focus on what works, and build a stronger financial future.
For a deeper dive into your finances, set up a free Money Management Session using the Services links below. Take the next step toward a stronger financial future.
