#27 - Creating a Lifestyle Practice and Setting Boundaries with Clients - TJ van Gerven

Only Fee-Only · Dec 7, 2022 · 41m

TJ's Bio:

Before launching MWB in the fall of 2018, I worked for several financial planning firms honing my craft behind the scenes and strategizing on how to put the pieces together to build a value-oriented practice.

Working in the tech space, I focus on professionals ages twenty-five to forty who have experienced a windfall via equity compensation and are looking to maximize their newfound wealth to plan for FI.

I’m incredibly passionate about financial independence, pursuing autonomy, and creating an intentional lifestyle through planning.

At MWB, I’m committed to working with a maximum…