Welcome to Nesting Finance!
If you’re here for the first time, you’re probably looking for tangible advice—the kind that actually fits your life, not just another ‘budget better’ tip.
We get it.
We’re a husband and wife team, parents, and self-made millionaires with over 30 years of experience in finance, investments, and marketing. But more importantly, we’ve been where you are—juggling bills, saving for the future, trying to get ahead while raising a family, and wondering why financial success can feel so complicated.
- You work hard. But does it ever feel like you’re running in place?
- Have you ever thought, “Why didn’t anyone teach us this stuff sooner?”
- Do money conversations with your partner ever feel stressful or overwhelming?
You’re not alone.
Finances are the #1 cause of stress in families.
- 70% of adults don’t know how to invest.
- 50% struggle with saving money.
- And let’s be honest—parenthood makes it even more complicated.
Our Core Philosophy: Balance Sheet Wealth
We don’t just talk about making money—we talk about building balance sheet wealth. It’s about reaching the tipping point where your money works for you. That’s the point where life actually becomes easier.
- Less stress.
- More security.
- The freedom to focus on what really matters—your family.
And trust us, it’s doable, but it’s a journey. We’re proof of that.
Why Money Matters for Growing Families
Many relationships are built on faith, shared values, or dreams for the future. But here’s something no one tells you:
Money is just as important—and deeply connected to all of it.
The way you and your partner handle money will shape:
- The opportunities you can give your children.
- The way you navigate stress, emergencies, and big life decisions.
- The kind of life you can build together—not just today, but decades from now.
We’ve had those tough money talks at our dining table—the ones about mortgages, daycare costs, career moves, and whether that big splurge is really worth it.
We know what it’s like to:
- Wonder how to get ahead while raising kids.
- Feel overwhelmed by conflicting advice – both financial and parenting.
- Worry if you’re making the right decisions for your family’s future.
We wished we had someone to turn to—someone who had been through it all before and could give us the real scoop.
That’s why we started Nesting Finance.
Think of us as your financially savvy older sibling—here to share the wins and the lessons learned. We talk about everything money touches: parenting, relationships, big life decisions, and the little moments in between. Because when your finances are strong, your family is strong.
We’ve saved you a seat at our dining table—start here:
- The Best Way to Build Balance Sheet Wealth – Learn how to build Balance Sheet Wealth, achieve financial freedom, and make work a choice—not a necessity.
- Velocity Banking: Extreme Risk For No Reward – Uncover the risks of velocity banking and learn safer ways to “pay off your mortgage quicker” without added financial risk. Discover effective, risk-free alternatives today.
- Are You Ready to Buy a House? How to Make the Right Choice! – Discover if you are ready to buy a house with our essential guide. Avoid costly mistakes and make a confident decision for your family.
- What is LTI Compensation? Your Extra Edge to Save More – Learn what is LTI compensation, how it works, and why long-term incentives are key to growing wealth for professionals seeking financial stability and success.
Ask us a question here! We’ll personally respond.
Want to know more about our journey? Read our story.