Assistant to the Adviser
I'm looking forward to supporting you on your four week journey to build on the progress you've already made. It's always helpful to remember that taking action is the key part of this program and that's what I'll be working with you on tracking your progress and following up on your To Dos with deadlines.
I hear all the time how impactful this coaching model is and how easy we make it for people. One of my favorite quotes from someone who completed the program is:
"I appreciated being held accountable for taking action and made more movement in reaching my financial goals [in four weeks] than I have in the last 5 years."
If there's anything about your financial situation or priorities that you want to share with your adviser, just leave a message through the VideoAsk on this page. Thanks and talk soon!
B.A. in Interdisciplinary Studies from UC Berkeley and over 13 years working in financial services and customer support.
In order to make sure that each person in successful in the four-week program, Matt closely supports both you and the adviser by keeping track of the progress that you're making, while cheering you on. Additionally, he sends updates to your adviser, as well as manages most of the email and text message communication, so that your adviser can meet with more people through AdvisersGiveBack.org.