"...diligent professionals focused on promoting health and wealth, in that order"
I'm a type-A creative with an affinity for the stories that live behind numbers. I have started businesses, sold businesses, written books, burned books, invented things, destroyed things, spent time as a volunteer in a nursing home, and I am on the board of a not-for-profit called Debtless. Oh. And I'm a licensed CPA.
Healthy Coin's reputation is built on our long-term commitment to the financial planning process, our focus on delivering tangible value to our clients and solving their unique challenges in the most responsible manner possible. We seek to uphold the highest standards of objectivity and ethical behavior.
Our clients come from all walks of life, different parts of the country, and represent all ages. What they share is the realization that their time is best spent focusing on their craft and passion, not learning how to reconcile accounts or reviewing tax laws.
Our responsibility is to occupy a position of trust and confidence. It is our primary goal to work with undivided loyalty to our clients.
HEALTH IS WEALTH. PERIOD.