After failing the Certified Financial Planner exam the first time, I knew I had to change my approach. Joe’s approach, much like an actual CFP, is to meet you where you are and formulate a plan to get you to your goals. Joe was very accessible and took the time to make sure I fully understood the material before moving on to the next topic. Without Joe’s help and guidance, I would not have passed. I am very happy I chose to work with him and have recommended him to many financial advisors in my network.

"Tell me and I forget. Teach me and I remember. Involve me and I learn." - Benjamin Franklin. This quote couldn't be more true when I think of my experience and time with Joe. He offers a tailored yet thoughtful approach to tackling the material. He is not only passionate about teaching, he is dedicated to his students by ensuring they are involved in learning the material. He is invaluable and worth every penny spent! I have already recommended him to several friends and colleagues because he is that good! Not only did I find a great teacher, I found a friend for life!

It’s been almost 3 years now since I met Joe. He is now part of my family, and I owe him big time. He has helped me pass Series  7, 9, 10. I’ve introduced him to all the people I love, and they all give the same feedback: “Game changer."

I want to add that I never take the time to comment or give testimonials on experiences or products. I give this man a 10 out of 10 for holding me accountable and pushing/guiding me to get the test completed. If you fail a test using Joe it’s because you didn’t listen and follow his process.  

I chose to work with Joe because of his track record of passing students and his incredibly organized and detailed process. I knew one of the biggest hurdles to studying was staying organized and motivated, and Joe's process was better than I could have imagined. Each day was accounted for during the studying process, which was exactly what I needed.