Welcome to Outbound Financial

A fee-only financial planning and investment management firm founded to serve young professionals and families. We aim to help our clients organize and understand their financial lives in order to position themselves, with intention, to reach whatever it is that constitutes their best life and to take stress, complexity, and doubt out of the equation.

How can I help you?

Hi, I'm Steve

I know a little something about being busy. My prior career had me working nights and weekends for large parts of the year. It was difficult balancing work, family and friends, and all my various interests. I left to pursue a career with more meaning to me personally, allow for more time for the things I value outside of my profession and help others find the balance and insight that I sought.

I’m excited to combine my experience, training, and, yes, my enthusiasm for personal finance to support you in your journey.

My Mission

My mission is to help you and your family set out on your path as soon as possible. I’m here to serve and guide you along your unique path, towards a life of financial freedom and security. I focus on providing clarity and saving you time by handling what, for most, is an arduous task. This allows you to focus on living and enjoying life with the knowledge your financial future has been well thought out. I will guide you through your options and assist in making informed decisions without overwhelming you with jargon.

I believe that time is your most precious asset and hope to give you much more of it, free from doubt that you may be making mistakes or missing opportunities that will affect your financial wellbeing now and in the future. Time is also one of the key factors in investing success. The sooner you can get started the better your results will be down the road!

I’m inspired by a minimalist mindset and view wealth in terms greater than tangible dollars and cents. I strive toward solutions that are simple without being simplistic. It would be a disservice to characterize your financial life as anything other than complex. You have so many things competing for your resources and it can be difficult to find focus. Without oversimplifying your life, I will help you discover guiding principles that will assist in decision making now and far into the future. My services also extend beyond maximizing the dollar amounts in your accounts. I want to empower you to live your greatest life. You shouldn’t be in service of your wealth – it should be in service of you!