I come from the world of Information Technology, and I also love to nerd out on personal finance. Worrying about money stinks. Sometimes it can feel overwhelming, and it all takes a toll on your emotions. We can put a plan and processes in place that will allow you to save with purpose, spend without guilt, and get some sleep.
Your time and energy are extremely valuable. By getting your money in order early and partnering with Java Wealth Planning, you'll be able to spend more time with the people you love doing the things you love. Take those family vacations, make those memories, have fun! You or your spouse may think "I'm just not good with money" or "I'm not able to understand investments".
Your time and energy are extremely valuable. By getting your money in order early and partnering with Java Wealth Planning, you'll be able to spend more time with the people you love doing the things you love. Take those family vacations, make those memories, have fun! You or your spouse may think "I'm just not good with money" or "I'm not able to understand investments".
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I spent 19+ years in information technology as a software engineer, architect, and director. While I enjoyed my work and absolutely loved the people I got to work with, I began feeling that I was meant for something different. Something that would have a direct impact on changing lives. So after much reflection and many loooong conversations with my wife, I decided to walk away from corporate life to follow my passion for personal finance.
Budgeting can feel painful and discouraging, a chore that you never want to do (and maybe you never have). I believe that there is no "one size fits all" approach to this, and will work with you to create a system that is easy for you to follow. Cash flow planning is foundational to your financial success, so it's important to ensure you have this covered.
Partner with a professional planner to relieve you from the stress and burden of going it alone. Live with intention, live with purpose. And if there is any guarantee, it's that life happens and plans change. So it's good to have someone in your corner who is bound to always act in your best interest.
It's what I've lived and breathed for over 19 years, working side by side with software developers, analysts, business partners and vice presidents. I have first hand experience with issues that are common within the industry. In addition, I've brought the agile software development methodology into my financial planning process, which gives prospective clients a familiar framework.
The YouTube channel, Java Wealth - Personal Finance for Tech Employees, has dozens of informational whiteboarding videos. It is designed to empower you to gain a good understanding of an otherwise confusing financial landscape. Here you can also find recordings of The Sprint Review Live! which is a biweekly interactive live stream where we dive deeper into personal finance topics of interest.
Reviews (8)
Christopher Schaaf Chris
Dec 01, 2021
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Brandon Beckley
Nov 11, 2021
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Kayla Donnelly
Nov 05, 2021
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Adeleye Ogunkanmi
Nov 01, 2021
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Chris
Oct 29, 2021
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Hkostelnick
Oct 28, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I appreciate the patience and understanding Mike takes to ensure I know what I am looking at for my current and financial future. I am both empowered and inspired to be ahead of my money and can reach out to Mike for small and big decisions alike. He is a true partner.
I appreciate the patience and understanding Mike takes to ensure I know what I am looking at for my current and financial future. I am both empowered and inspired to be ahead of my money and can reach out to Mike for small and big decisions alike. He is a true partner.
Abram Wilks
Oct 26, 2021
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Mandar Kulkarni
Oct 19, 2021
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I was very satisfied with my engagement with Mike. He is very knowledgeable and helped me navigate the tricky landscape of ISO/NQ/RSUs and their tax implications. He provided me with tools to help continue my financial planning even after the engagement was completed. Mike is very personable and a good listener. He is very empathetic and always had the best intentions. He had a well defined agenda for each of our sessions. At the end of the session, he sent out email summarizing the key discussion point and provided actionable advise and next steps. Most importantly, Mike never tried to sell me
