Pinecone Financial
Plant the seeds for your financial future
Hi, I'm Jeremy 👋
I'm a registered financial advisor (money nerd 🤓) who loves helping people take control of their finances.This is what I help people do:1) We figure out where you are
2) We figure out where you want to go
3) We built a plan to get you there
4) Follow the plan → retire with freedom
5) Don’t follow the plan → retire broke, bitter, and yelling at pigeons
Services & Pricing
Custom Financial Plans - $1,500 → Your personalized roadmap to financial confidence. Together, we’ll create a clear, step-by-step plan so you know exactly where your money is going, how to align it with your goals, and what to do next. We'll cover everything from budgeting to retirement planning. No jargon. No guesswork. Just a plan you can actually follow — designed for professionals who want control, clarity, and peace of mind about their finances. Backed by the 30-Day Money Clarity Guarantee
Ongoing Financial Guidance - $100/month → A monthly subscription that gives you direct access to me via email and phone for any financial question that comes up. Whether it’s deciding what to do with a bonus, handling an unexpected bill, or just double-checking your plan, you’ll always have a trusted guide in your corner.
Your personalized roadmap to financial confidence.
The 30-Day Money Clarity Guarantee
In your first 30 days, you’ll feel more in control of your money, with a clear plan forward — guaranteed, or your money back.
Pinecone Financial