Financial Advisor
406-459-6090
Our Services
1
Financial Education for Everyday Life
Money is one of the most important—and least taught—subjects in our lives. Through one-on-one or group sessions, I help individuals and families understand the “why” behind personal finance decisions. We’ll cover topics such as budgeting, saving, debt management, retirement accounts, taxes, and investing basics. My goal is to make financial education approachable and actionable so you can make confident decisions without feeling overwhelmed.
Teaching sessions are ideal for people who want to build a strong foundation before making investment or planning decisions. You’ll gain clarity, tools, and habits to improve your financial health over time. Whether you’re just starting out, preparing for a major life change, or looking to understand how money really works, this is where you start learning with purpose.
2
Personalized Financial Guidance
Advising services focus on applying what you’ve learned to your specific situation. Together, we’ll create a practical plan that aligns your income, expenses, savings, and investments with your goals. You’ll receive guidance on areas such as retirement planning, insurance review, investment allocation, and cash flow management—all designed to help you make progress toward long-term financial stability.
As a fiduciary advisor, I work only for you, not for commissions or product sales. Every recommendation is made with your best interest in mind, explained in plain language, and supported by data. Advising sessions are collaborative and transparent, helping you not only make sound financial decisions but also understand why they make sense for your goals.
3
Education and Ongoing Support Combined
This option blends the best of both worlds: financial education plus hands-on guidance. You’ll learn the fundamentals while actively applying them to your real-life plan. Think of it as learning to drive your own financial vehicle—with a coach in the passenger seat to guide you as you go.
We’ll cover both foundational topics (budgeting, saving, investing principles, risk management) and your personal priorities (retirement goals, family protection, debt payoff, or business planning). Over time, this service evolves with your life—giving you both the knowledge and the confidence to take full control of your financial future.
Custody and Account Management
At FireTower Advisors, client assets are safely held with Altruist Financial LLC, an independent custodian that provides secure account management, trading, and performance reporting. This partnership allows you to view your accounts easily, access transparent reporting, and know your investments are protected. FireTower Advisors remains fully independent—Altruist simply serves as the trusted custodian for your accounts.
Start Today
Book time on my calendar to discuss your questions and goals.
50 US dollars