Your Simple Plan to Building Wealth
Hey, it's me, Jeremy. A designer, a dad, and probably a lot like you. I'm not a financial expert, just an average guy who loves watching reality TV with his wife once the kids are in bed.
But I've discovered a secret that's not a secret at all: Reaching financial freedom doesn't require a finance degree or a huge inheritance. It just takes a simple plan you can actually stick with.
As a designer, my job is to take complex ideas and make them simple and easy to use. I've taken that same mindset and applied it to building wealth.
After growing my own portfolio to over $75k in two years, I've created a straightforward framework that anyone can use to build a lasting financial strategy.
My Simple 3-Step Framework to Financial Freedom
Financial freedom doesn’t have to be a dream…
Save a Portion of Your Income: You can't invest what you don't have. This is all about taking stock of where you are spending money and creating a plan to save 5-20% of what you earn.
Invest in High-Quality Companies or ETFs: This isn't about finding the 'next big thing.' It’s about building a portfolio of income-producing businesses that are built to last. A great place to start is to buy a basket of these great companies with an ETF like SCHD or FDVV.
Automate and Ignore the Noise: The hardest part isn't starting; it's sticking with it. We'll set up a system that runs on autopilot so you can focus on your life, not the daily market news. My favorite investing tool is Fidelity!
I've made my entire journey public so you can see the framework in action!
Through my Wealth Walk app, you can see my latest portfolio in real time—the wins, the lessons, and raw truth about building wealth one step at a time. This blog is where I share the story behind the numbers, and the app is where you can follow along with my journey.
If you’re ready to stop dreaming and start taking action, I want to walk this journey with you. Ready?
A Little More About Me
By day, I am a user experience designer at a nuclear technology company (which makes me sound way smarter than I really am!). It's a sweet gig that allows me to work remotely from my backyard!
By evening time, you can find me playing basketball with my 3 kids, working out, or staying up way past my bedtime to watch bad reality TV with my wife. Our current favorite is The Traitor!
I love getting to know my neighbors, sharing a beer with friends, and banging out some sappy love song on my childhood piano.
Until next time - Keep walking!
Jeremy✌️
Disclaimer
This site is for informational and educational purposes only. I am not a financial advisor, broker, or tax professional. The information provided reflects my personal opinions and experiences as an individual investor and may not be accurate or current. All investment strategies and investments involve risk of loss. Any ideas presented may not be suitable for all investors and may not take into account your specific investment objectives, financial situation, or needs. Past performance is not indicative of future results. Always conduct your own due diligence and consult with qualified financial professionals before making any investment decisions.
