Wealth In Yourself was born when Josh realized after 9 years in corporate financial services that his generation was drastically underserved, and clients’ best interests weren’t always being put first. High fees, generic advice, and commissions for “advisors” drove Josh away from the industry he had fallen in love with nearly a decade before. He felt compelled to create something that would help people from all walks of life achieve financial success that could trickle down to all other aspects of their lives.
Through the CFP® curriculum and graduate work in Advanced Financial Life Planning, one thing became clear – some of the biggest opportunities we all share were not overly complicated, but instead were simple proven principles that could be put in place and automated at no cost. This “aha” moment was the spark that started Wealth in Yourself. While we do focus on your finances, your values are at the core of the planning process. Would you knowingly invest in a company that goes against your values? Probably not, but most of us do without even realizing it. We believe that by being intentional through every step of your finances, you will become more successful and happier and leave the world a better place than you found it.
Josh has worked with clients all over the country and there have been two things that we consistently hear from clients, “We like that we can trust you, and you make things easy to understand.” There is no better compliment that we could receive, and we strive daily to incorporate these values into each interaction.