About us
DMV Wealth Foundations is for DMV-area professionals who want money to feel less confusing—and more controllable.
If you earn a decent living but still catch yourself thinking, “I should be doing better with this,” you’re not alone. This group is a simple place to learn the basics, ask questions without feeling judged, and walk away with a plan that makes sense.
What we do each week
Live online training: The 5 Money Traps (and how to avoid the ones that quietly keep people stuck)
In-person at my office: how money grows over time, how wealthy families think about using money, and what that looks like in real life
Q&A, examples, and small next steps you can use right away
Here’s the point: get a plan in your back pocket.
Whether you take action today, next week, six months from now, or a year from now—at least you’ll have a clear plan ready when you decide it’s time. No pressure. Just progress.
You can come to the online session, the in-person session, or both. Most people show up solo.
From time to time I’ll share optional resources and paid workshops for anyone who wants to go deeper. Totally optional.
Education only. Not financial, tax, or legal advice.
Upcoming events
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