Financial Planning for your Soul with Miguel Gomez, CFP®



Soulful Money. 


I'm Miguel Gomez. I'm a Certified Financial Planner™ professional.

Do you believe that the traditional idea of retirement (working through your mid sixties so you can "enjoy life" in your final years) is outdated? 

Do you believe that life is to be enjoyed all along, and that money is a tool to help you do that (and more)?

I believe it too! In fact, my job is to help you help you live financially confident today and in the years to come. Because, at the end, it's not about how much you make or how much you save, it's about doing what matters most to you with it. Today, and tomorrow.

I do this by blending the emotional (and very personal) side of personal finance with the practical (and technical) side of it: Portfolio management, tax planning, charitable giving and more.  

The result? 

A plan uniquely and carefully created just for you. Better sleep at night. Alignment. Purpose. Joy in how you use your money.  

Interested in learning more? Schedule your complimentary discovery interview today.