Financial Services
Building wealth one step at a time through quality interactions, accurate data, and financial implementation.
NEW FOR APRIL 2025: PODCAST COMING
Yearly newsletter subscription, easy to understand economic analysis, and trading ideas. This is a great tool to use weekly when thinking what more can your money do for you. Sign up for text alerts and visit us on youtube for additional commentary. Subscribe to my newsletter monthly
We offer monthly active investing, quarterly portfolio assessments, or one time financial consultation. Pick a plan that works for your future, everything else will fall in line. Every client's set of needs and goals are different. The Knox Client Journey(monthly active investing and coaching) is customized, personable, and yields actionable results. CLICK HERE FOR MORE INFORMATION
Engaging Financial Literacy & Classes
This isn't just for the pre-retirees! Most people don't think about income planning until they stop working but what if that was 40 yrs too late. What thoughts come to mind if I said to you, you could make $25+ dollars every day of your life? Even on the weekends.
These books help conceptualize what you need to do now to be prepared for living how you want any day of your life!
Have you ever wondered what you were missing by not knowing a bit more about investing, real estate, credit, good book keeping, bitcoin, or portfolio income? Our financial class is set up to give you full exposure to all of the basic concepts related to financial literacy but this isn't your grandfather's dated business class. We will be learning, strategizing, and implementing everything you will be learning in real time alongside industry professionals. Classes run for 6 - 8 weeks. The cost is $199 a person. ENROLL TODAY, CLICK HERE.
Having a financial coach means having someone to hold you accountable. We can help you stay on track to your financial goals, provide motivation, and help reveal the best strategies for you to W.I.N. We understand the intricacies of personal finance, investment strategies, and wealth management. This expertise can help you make informed decisions and avoid common pitfalls. People who work with informed coaches, advisors, and trainers are 99% more like to hit their goal in a shorter period of time and have more confidence to keep going. Sign up today!
VISIT OUR Audio Library
Access pre-recorded messages, motivation, samples of book readings, and more!