The Advisor
Make it easy to increase investment contributions even when you’re not ready or don’t have the $$
Logistics can create friction between building good habits or falling victim to lifestyle creep.
“Success is sometimes lonely. There’s a lot of grinding in the dark”.
https://open.spotify.com/episode/1W8JkLhl9HwLr7PFniqnHH?si=GTOxkPxnRV6ucB7mNZdrIg&context=spotify%3Ashow%3A5GsNDYxengVY4A3xtqUbgt
To thrive as a Solopreneur, you must first survive.
To survive:
— Create a margin of safety
— Understand your runway
— Prioritize longevity as an asset
— Be consistent but willing to pivot
Hi, my name is Theodore van Gerven, but you can call me TJ.
I’m the founder of Modern Wealth Builders, LLC, an independent fee-only financial planning practice located in the Greater Boston area.
At MWB, I help people identify what truly matters to them and show them how to use their money to create the life they want.
While I meet with clients in-person when convenient (and when not in a pandemic), I primarily meet with clients virtually.
Meaning, you don’t have to be located in Massachusetts to work with me.
I started MWB, so I could remove the complexity behind financial planning and work with hard-working like-minded professionals.
Outside of helping clients perfect their financial plan, I can be found traveling, playing spike ball on South Beach, or crafting a finance friendly meme 🙂
Review our case studies if you’re interested in getting an in-depth description of the types of clients we do our best work for.
My personal Spotify playlist:
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