Hi! I’m Brent
Can I help you figure out your family’s finances?
Whether with your parents, partner, or adult children, financial conversations are HARD. They’re emotional. And they’re Important.
Especially when you’re sandwiched.
Dr. Sharon Johnson, Sandwich.Financial member
“Are you in the sandwich generation? You’re emotionally and/or financially supporting aging parents and growing children. This is also called the ‘I’m worried my mom will need to move in with me’ generation .”
Our Plan in 2023: We don’t have to worry about that yet.
Please Have A Better Plan
Talking to family about money is terrifying. We put it off…for so many reasons. And now my job is to help you not make the same mistakes we did.
Membership has its benefits
Whether financially or just emotionally, if you’ve joined the sandwich generation, you might as well become a card carrying member.
I offer coaching, not investment advice. I want you to feel confidant in managing your money. I want you to feel confidant in your loved one’s ability to manage their’s too.
Sandwich.Financial is my coaching program guaranteed to help you build that confidence.
It’s a membership, with access to coaching, content, and connection to people going through what you’re going through.
Whether you just need quick help to have that critical conversation with Dad, or you want to invest the time with your spouse to design your own financial game plan so you can buy that house or start that business, I’m here to help.
Membership Benefits
Financial Templates
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Group Programs
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Live Q&As
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Proven Scripts
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1 on 1 Coaching
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Financial Templates • Group Programs • Live Q&As • Proven Scripts • 1 on 1 Coaching •
I joined the club in early 2024. Don’t make the mistakes I did.
Our plan was the “they’re probably fine,” plan. The “we can worry about it later,” plan. The ‘we don’t know what to say maybe we can convince them to work with a financial advisor but we don’t have one we trust and they don’t want to work with one anyway,’ plan.
You probably guessed it. They weren’t fine. They sold their house, they dated, they broke up, they gambled, they found ‘investments’ they got sick, they got better, they upgraded, they spent, they ignored, they didn’t ask for help….until it was too late and the account hit $0.
It’s scary.
My goal is to help everyone reading this not go through what we did. I can’t keep you family healthy, but
After they retired and sold their house, after they moved, after they met someone, after they broke up, after they started spiraling, gambling, ‘investing’ and
My wife and I joined the sandwich generation in early 2024. It hit us with a bang. We’d put off the financial conversations we badly needed to have with a loved one, and their money slowly but surely disappeared. They were scared and so were we.
I wish, WISH we’d had the courage, and the ability, to lead the conversation and planning to help them before it was too late.
I don’t want you to end up in the position we’re in, and I don’t want your loved ones too either.
I’ve taken my years of executive coaching, emotional intelligence training, and financial nerd-ery and put it into this program. It’s what I wish we’d done sooner.
Every sandwich.financial member I work with has a unique situation. Yet they have common threads. We need empathy, vulnerability, urgency, and yes financial literacy.
You’ll get better at all four with me, just like I get better at them in working with you.
Whether you chose to join us or not, if reading this is the spark to have that uncomfortable conversation that I didn’t have, then I’m THRILLED that you came to this site today.
(And when you have that conversation, send me a message and let me know how it went!).
But if I can help you, reach out too. It’s probably not too early, or too late.
Yep, not just the founder, also a member.
My wife and I joined the sandwich generation in early 2024. It hit us with a bang. We’d put off the financial conversations we badly needed to have with a loved one, and their money slowly but surely disappeared. They were scared and so were we.
I wish, WISH we’d had the courage, and the ability, to lead the conversation and planning to help them before it was too late.
I don’t want you to end up in the position we’re in, and I don’t want your loved ones too either.
I’ve taken my years of executive coaching, emotional intelligence training, and financial nerd-ery and put it into this program. It’s what I wish we’d done sooner.
Every sandwich.financial member I work with has a unique situation. Yet they have common threads. We need empathy, vulnerability, urgency, and yes financial literacy.
You’ll get better at all four with me, just like I get better at them in working with you.
Whether you chose to join us or not, if reading this is the spark to have that uncomfortable conversation that I didn’t have, then I’m THRILLED that you came to this site today.
(And when you have that conversation, send me a message and let me know how it went!).
But if I can help you, reach out too. It’s probably not too early, or too late.
My goal is to help you move from anxiety & overwhelm to clarity & confidence.
At least when it comes to the financial stuff.
What 10/10 confidence feels like, for you and your loved ones.
✔️ We know what we HAVE, where it is, and are confidant it’s working hard for us.
Average number of accounts for our members? SEVEN. Savings account with a teaser interest rate here, old 401k there. Lets get it organized together.
✔️ We know what we EARN, and feel confidant in our plan to make even more.
You really deserve a raise at work…and really want to start that side hustle this year…or maybe just want to quit all together and write your book. Sounds familiar. This is how the coaching practice started. We can help.
✔️ We feel PROTECTED even if the worst happens, giving us peace of mind.
We’ve got members who’ve dealt with emergencies of all kinds, from health events to natural disasters to their kid getting into Stanford. Protection through planning (and good insurance) will help you sleep better at night.
✔️ We know what we OWE, what we’re paying, and when we’ll pay it off.
Most of our members have airline credit cards, a car loan or two, and have almost paid off that pesky student loan. Oh and that good ole mortgage of course.
✔️ We know what we SPEND, and feel guilt-free to splurge on what brings us joy.
Our members tell us, oh wait, we already know. Life is expensive, and budgeting doesn’t really work. Lets Marie Kondo it together, and make sure your purchase lead to joy, excitement, and energy.
✔️ We feel EXCITEMENT about the future, our goals, and what’s next for our family.
So, what do you want? Do you know? When was the last time someone asked you? You’ve spent enough time focusing on what others want after all! We’ve got you. We’ll help you make that big exciting future happen.
No judgements, no sales pitches.
My team and I will praise where you are, cheer for where you’re going, and won’t judge you for where you’ve been (hey, we’ve been there too).
We have no financial products to sell or stock tips to give. We don’t want to manage your money, we want to help you gain confidence managing it yourself. We’re coaches and facilitators, not advisors.
And for sandwich-ers like us, a big part of that confidence is knowing if you need a plan for your parents moving in or not.
How It Works.
Membership includes two private 30 minute coaching calls with Brent. The first one’s free. If you want to join the membership (and have your second call) we’ll charge your card the annual fee of $197.
Membership includes access to our full content library. Scripts, templates, virtual trainings, and access to monthly live support and Q&As.
Need more hands on help? We’ve got you. You can upgrade to our 6-week financial game plan program, or design a custom 1 on 1 program with Brent or one of our other coaches.
Get everything you need from your first call with Brent? Awesome. this is a coaching program, not a sales program, so if you feel confidant after the first call then he DEFINITELY did his job.