Joseph D. Stabile, CFP®, ChFC®, CEPA®'s Linkedin Analytics

Great financial advice is hard to come by these days. For two main reasons: 1️⃣ You don’t know who to trust. 2️⃣ There’s too much noise. My mission is to deliver financial advice that improves lives exponentially. Through Financial Management Oversight, my clients receive value in two ways: 1. Qualitative I transform their uncertainty and stress around money into confidence. 💡 2. Quantitative I identify and fix money inefficiencies in their life, so they can keep more of what they earn. 💸 If you've made it this far and are wondering if I can help YOU.... Here’s the good news: You won’t pay a dollar in fees unless the value is clear. 🔍 I admit – I can’t help everyone, which is why I’ve designed a simple, two-step process to evaluate if we should work together: 1️⃣ A 15-minute intro call to assess if there’s a fit. 2️⃣ A 60-minute strategy session to uncover how much value I can provide. 💼 Who do I work with? I specialize in working with: Real estate professionals (Realtors/Mortgage Pros) High-income millennials (age 30-50) with Equity Compensation 📈 High-income millennials (age 30-50) managing student loans (Doctors, Attorneys) 🎓 👉 Send me a DM or schedule a call below if you’d like to explore more: https://calendly.com/josephstabile/discovery