Free financial coaching (limited time)

Here’s the link to apply for 1 complimentary financial coaching session

There is ONE question I’m obsessed about in personal finance:

Why is it so hard to make simple changes with money?

Example: millions of people are intimidated to get started investing.

If you think about it, all you have to do is open up an investing account, buy an investment, and boom! You’re done.

But this is the equivalent of telling someone who wants to lose weight: “Just exercise and eat a healthy diet.”

Easier said than done, right? We have limited time, energy, education, and beliefs that all stand in the way of a much better relationship we want to have with money.

And so, millions of people sit on the sidelines of their finances.

They freeze when it comes to seemingly simple actions like opening up an account, making their first investment, or setting up an automated transfer.

One coaching session with a client changed everything…

She had a retirement account that she hasn’t touched since starting her job.

When I asked her to share her screen, the problem revealed itself:

“All of this looks crazy intimidating and confusing to me. I literally don’t know what to click on next.”

It’s like going to the gym for the first time and not knowing what to do with all these complicated machines and weights.

So I walked her through step by step, literally explaining what she’s seeing on screen and guiding her on the next step.

(I design interfaces like this for a living AND I’m a finance nerd—so I took for granted that this stuff is easy.
But millions of people are intimidated by these financial platforms.)

By the end of our session, she had selected an investment for her 401K account. This one automated decision means she wouldn’t have to touch it as long as she stays at the job. Huge win.

She was relieved. “I needed someone to walk through that with me.”

If this sounds familiar, then I have a deal for you:

You read that right! Free. Zilch.Nada

Here’s the deal:

1. You bring ONE money thing you’ve been procrastinating on. (We all have ’em, no judgment here!)
2. We tackle it together on a video call. Like, actually do the thing.
3. You walk away having moved a big boulder in your finances, which can lead to momentum for more changes.

What kind of “money things,” you ask? How about:

• Finally opening that investing account you’ve been meaning to start since… forever?
• Setting up a high-yield savings account (because your money deserves better than that sad 0.01% interest)
• Creating an automatic transfer to crush your debt (take that, credit card companies!)
• Checking that your 401K or IRA is actually set up right

You might be wondering: What’s the catch? Is Oz gonna sell me a timeshare or something?”

Nope. No timeshares, no miracle weight loss tea, no cryptocurrency named after Elon Musk’s dog.

I will simply ask for a video testimonial that I can share.

Previous clients have invested up to $2000 for my coaching packages.

Ready to get started?

Apply here and I’ll be in touch within a few days.