Meet Joe Cullen

I always wanted to be a teacher and coach – and that’s what I get to do as a financial planner. Ultimately, I get to help people set-up a game plan for personal and financial success.

My specialty is helping people manage their cash flow, which is where I believe most efficiencies can be picked up. For example, I coach clients on what to do with each dollar that comes through the door. Should we immediately pay off debt, deposit in the bank, or invest? I offer strategic ways to evaluate and optimize these decisions, because managing money today is very different from the “piggy bank” mentality that many of us were taught while growing up.