The Financial Haus

The Financial Haus We’re like personal trainers for your money. Even if you’re still paying off student loans. All without regard to your age, gender, background, or FICO score.

Financial Haus was created for Millennials, Gen-Z's, (and their parents) as a place to come to get financial planning and coaching advice to help reach your goals faster. Where other institutions will only work with millionaires and people with lots of assets to manage, we want to be the financial partner that helps get you there. Financial Haus is a group of millennial financial advisors who’ve d

itched the stuffy suit & tie look. Our goal is to help our clients build a strong financial foundation through debt management, budgeting, saving for a down payment, investments review, and wealth management. Our financial coaching program begins with our Bootcamp assessment where we get to know you and your goals, and you can ask us your financial questions. We develop a comprehensive financial plan based on your current situation and your goals. We then spend a year or two working together on that plan - keeping you accountable to your goals, motivated to achieve, and adjusting where necessary. When the time is right, we can put a Haus Growth plan together and begin managing assets like your retirement and investments.

03/27/2026

Nobody taught our parents this

That’s not their fault
But it is our responsibility to do it differently

The biggest financial gift you can give your kids is not money itself.
It’s starting early with the right accounts and EDUCATING them how to make good financial decisions as they get older.

Here are 5 accounts every parent should know
1. 529 Plan
A state-sponsored, tax-advantaged education savings account where contributions grow tax-deferred and can be withdrawn tax-free for qualified education expenses
2. Custodial Roth IRA
A retirement account opened on behalf of a minor with earned income, allowing after-tax contributions to grow tax-free and be withdrawn tax-free in retirement
3. Custodial Brokerage Account
A taxable investment account held in a child’s name and managed by a custodian until the age of majority, with no contribution limits or restrictions on use
4. High Yield Savings Account
An FDIC-insured savings account offered by banks or credit unions that pays a variable interest rate significantly higher than traditional savings accounts
5. 529 ABLE Account
A tax-advantaged savings account for individuals with disabilities that allows funds to grow tax-free without impacting eligibility for certain government benefits

You do not need to open all five
You just need to start one

Your kids do not need a perfect parent
They need a parent with a plan

Save this
Send it to a parent who needs it

DM KIDS if you want help setting this up

You can’t be rich if you don’t think rich

03/26/2026

Most people watching this will get this wrong

Bad Bunny is a millionaire
And his housing decision is not what you think

Because sometimes buying a home can actually slow down your wealth

We are taught ownership equals success
Wealthy people ask a different question

Where is my money working the hardest

Tying up millions in a down payment vs investing it
That one decision can change everything

Owning feels good
Strategy builds wealth

You can’t be rich if you do not think rich

03/25/2026

You’re getting a tax refund? You’re literally paying to stay broke.

Everyone is playing on the same financial board. Same tax code. Same rules. Same opportunities.

But some people play checkers with their money while others play chess.

I am launching a new series called The Game of Money where I break down the exact moves broke people make versus the moves wealthy people make in the exact same situations.

Same board. Completely different strategy.

Here is the truth about tax refunds:

Most people celebrate that refund like it is free money. They spend it and move on.

But that refund means you gave the government a zero percent interest loan for 12 months.

That is money you could have had in your paycheck all year.

Here is the chess move:

Adjust your W4 so your refund is as close to zero as possible.

Now that extra money shows up in every paycheck.

Automate it into an index fund.

Same money.

One person spends it.

The other invests it and builds real wealth over time.

If you want to see exactly how much that turns into… watch the video.

This is The Game of Money. Episode 1.

Every week I will break down a new scenario. Raises. Debt. Investing. Real estate.

Checkers move vs chess move.

Same board. Different outcome.

Stop playing checkers.

Master the game.

Drop a ♟️ if you are ready to play chess with your money.

You can’t be rich if you do not think rich.

03/24/2026

How much are you willing to lose just to feel “ready”? What It Really Costs Episode 13.

You make too much money to feel this financially lostRead that againBecause the people this is for are not brokeThey’re ...
03/23/2026

You make too much money to feel this financially lost

Read that again

Because the people this is for are not broke
They’re just quietly disorganized at a higher level

You did everything right

You built the career
You increased your income
You crossed into $200K $300K $400K+

And somehow… it still feels off

Not because you’re bad with money
But because no one ever showed you how to structure it

So what happens

Money stacks in random accounts
Investments exist but don’t connect
Taxes get handled reactively
Decisions get made based on emotion not strategy

And every year
you make more
but keep less of what actually matters

That’s the pattern

High income
Low clarity

And it’s expensive

Not in a dramatic way
In a slow leak way

Missed opportunities
Idle cash
Unoptimized investments
Years that never compound the way they should

This is the part nobody tells you

You don’t need more income
You need a system

A way to turn income into actual wealth

That’s exactly what we build inside the Wealth Ex*****on Program

Not theory
Not generic advice

A full financial operating system built around your income
your goals
your life

If you see yourself in this
that’s not a coincidence

DM EXECUTE

Or apply through the link in bio

You can’t be rich if you do not think rich




03/23/2026

If you are a high income owner and your net worth does not resonate with your income, let’s talk. DM “Execute” for the link to apply to our 90 day program.

What would you do if you won $10M tomorrow?Here’s exactly what I’d do as a financial planner of 13 yearsNo fluffFirstTak...
03/20/2026

What would you do if you won $10M tomorrow?

Here’s exactly what I’d do as a financial planner of 13 years

No fluff

First
Take the lump sum

After taxes, you’re working with roughly $6.5M

Before spending anything
Hire a CPA
Hire an estate attorney
Set the structure first

Step 2. Clean the foundation

Pay off bad debt
Clean slate

$1M into a family trust
$500K into a children’s trust

Not gifts
Structured wealth

Step 3. Put $2M to work

Invested in a diversified brokerage

Then open a line of credit against it
Liquidity without selling or triggering taxes

This becomes the engine

Step 4. Real estate

Primary home

Then 3 to 4 income producing properties

Rental income supports the system
Everything starts working together

Step 5. Protect it all

Trusts
Structure
Control

What this builds

$2M invested becomes $9M+ over time

Cash flow from rentals
Growing equity
Expanding net worth

This is how $6.5M turns into $20M+

And here’s the truth

You don’t need $10M to think like this

You need a system

This is exactly what we build inside the Wealth Ex*****on Program

DM HAUS or tap the link in bio

90 days
One complete financial operating system





03/19/2026

Today I’m celebrating 35… and I finally understand what that means.

The first part of this decade was incredibly difficult, life got real, things didn’t go according to plan, and I’ve had to work through more than I ever expected. But somewhere in all of that, I found clarity. I learned what actually matters. I learned how to be happy. I learned how to be at HOME in my own life. 🥹🥹🥹🫶🏻

And now… I can honestly say I have everything I’ve ever wanted.

A partner I love deeply. Time with family and friends who matter. A life that feels full. A home that isn’t just a place, it’s a feeling. Even the quiet moments, even the simple things… they mean more now. Actually, they mean everything.

I’m not chasing the same things I used to. I’m choosing what feels right.

35 feels right. It feels grounded. It feels grateful. It feels like peace.

What more could I possibly need ?

03/19/2026

Rich Dad Poor Dad said never rely on one income stream
Here’s why that changed my life 💰

Growing up, most of us heard the same advice

Get a good job
Work hard
Show up early
Stay late
Climb the corporate ladder

Your employer will take care of you
Raises will come
Promotions will happen

Just be patient and loyal

But here’s what they didn’t tell us

Loyalty is a one way street

Companies downsize
Industries shift
Recessions happen

And when that one paycheck disappears
so does your entire financial foundation

Rich Dad taught a different lesson

Don’t depend on one income source

Build a side business
Create something on the weekends
Turn your skills into extra revenue

Make your evenings count for more than Netflix

Poor Dad believed in safety

One employer
Overtime for a little more
Waiting on small raises

All your eggs in one basket
Hoping nothing goes wrong

Fast forward a few years

One person built income streams that can’t be taken away

The other is hoping their job stays stable
while living paycheck to paycheck on a higher salary

The truth

Your job is not your safety net

Your ability to create income is

Stop waiting for permission
Stop thinking your career is the only path

Start treating your free time like an investment

One income stream is a risk
Multiple income streams is a strategy

Which one are you building





WealthBuilding

03/18/2026

Why did Jay Z and Beyoncé take out a mortgage if they could pay cash?

‼️You make too much money to still feel this disorganized‼️You’re not broke.You’re not behind.But your financial life fe...
03/17/2026

‼️You make too much money to still feel this disorganized‼️

You’re not broke.
You’re not behind.

But your financial life feels… messy.

A 401k here.
A brokerage there.
Some cash sitting idle.
Maybe a property. Maybe crypto.

No clear system. No real strategy.

Just a lot of moving pieces that should be working…
but aren’t fully optimized.

This is the pattern I’ve seen for 13 years sitting across from high earners.

Smart people.
Big incomes.

But behind the scenes?
Overfunding the wrong accounts.
Missing tax strategies completely.
Making emotional decisions when it matters most.

Not a lack of money.
A lack of architecture.

And that’s the difference between someone who earns well…
and someone who actually builds wealth.

That’s why we built this.

A 90-day financial operating system
designed to take you from scattered to structured.

Not more information.
Not another spreadsheet.

A complete system that actually organizes, optimizes, and executes your money.

This is for people who are done guessing.
Done piecing things together.
Done wondering if they’re “doing it right.”

If you want clarity, structure, and a real plan behind your income…

DM me “PROGRAM”

I’ll send you the full breakdown and we’ll see if it’s a fit.

You can’t be rich if you don’t think rich.

Address

1253 University Avenue
San Diego, CA
92103

Telephone

+16193570402

Website

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