Stoic Rebel Financial
Dan Heller, Financial Coach
I help people improve their financial lives with coaching and education.
Mission
My mission is to help you live a richer life and reduce financial stress. I will empower you with knowledge, understanding, tools, systems, and confidence you need to be successful in achieving your financial goals.Whether you are looking for help with managing debt, beginning to build savings and a budget, optimize your financial system, or just get a "financial checkup", I can help!
About Me
As a young adult, I thought personal finance was as simple as "spend less than you earn". Of course, as life went on I realized there's more to it than that! For years I let myself believe that money was complicated, and ignored it or left it to others. Eventually I decided that I need to understand money, and I learned that there are simple ways to be successful with money. I saw first hand how understanding the tools of personal finance improved my marriage, created more security for my family, and allowed for a richer life for all of us.After a successful career in technology, I’ve discovered my passion for personal finance and education. I love helping others create opportunity and gain the same peace of mind that I’ve found.I'd love to discuss how I can help you!
My Commitments To You
I am committed to the success of every single client I work with.I will meet you where you’re at in your financial journey, honor and respect your identity and lived experience, and act as a fiduciary - putting your interests and goals first!
Get Started
I work with my clients in structured 1:1 engagements. Together, we’ll assess your current situation and needs, set specific goals, and build a plan to make you successful.To get started use this form to reach out!
© Untitled. All rights reserved.
Thank you
I'll review your request and reach out soon!