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March 2024
I’ve had two strategy sessions with Philip and have walked away both times with clear action items and greater clarity of my financial plan. Philip is knowledgeable and approachable, and working with him has been invaluable.
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February 2024
Philip is great at advising and teaching in a very clear way. Brings intimidating finance and investment decisions down to earth and makes it approachable.
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February 2022
My personal consultation session was incredibly valuable. Julia gave me immediate and long-term action items to grow my wealth, and walked me through complicated financial concepts in a relatable, understandable way. This session was an investment in my future and worth every penny.
