Hi.
I’m YOUR NAME.
One sentence that sounds like a human wrote it — what you do, who you help, and how you make money feel less stressful.
Profile
- Credential #1 (CFP®, EA, etc.)
- Credential #2
Bio paragraph #1. Keep it skimmable. Two or three sentences. This is the “why should I trust you” portion, not your LinkedIn export.
Bio paragraph #2. Add something specific (CRNAs, student loans, tax planning, retirement income, etc.) so readers can quickly self-select.
Bio paragraph #3. One personal detail so you don’t read like an IKEA instruction manual.
Professional Experiences
Paste your professional story here. Break into short paragraphs. If you have numbers (years, families helped, specialties) sprinkle them in—but don’t turn it into a trophy case.
Optional second paragraph. This is a great place for your “how I work” philosophy.
Personal Experiences
Paste your personal story here. The goal: show you’re competent *and* relatable. “I grew up…” and “here’s why I care about this work…” is perfect.
Optional second paragraph. Keep it honest and brief. Nobody came to the About page to read your full memoir (even if it’s a banger).
Schedule a Call
Pick a time that works. I’ll bring the coffee; you bring the questions.
Frequently Asked Questions
What can I expect if we work together?
Short answer. What happens first, what happens next, and what ongoing service looks like.
Who do you work best with?
Define your niche clearly (CRNAs, high-income W-2, student loan strategies, retirement planning, etc.).
How do you get paid?
Plain-English explanation. No throat-clearing. Your compliance-friendly version is fine—just keep it readable.