Joey is the founder of Flow Financial. He has been a student of financial planning since 2011. His greatest passion lies in helping people understand and optimize their financial lives – maximizing their capacity to realize their life vision.
Outside of his direct work with Flow Financial clients, Joey likes to share what he’s learned with fellow advisors through consulting services for other financial advisory firms, writing for publications like Financial Planning magazine, and public speaking on various topics at local and national conferences. He is most passionate about creating effective and meaningful financial planning processes and training the next generation of comprehensive financial advisors.
Joey’s approach to planning and investing focuses on maximizing client life satisfaction by balancing the quantitative elements of financial planning with the qualitative considerations of each client’s unique life.