Why MJ Financial Solutions?

Utilizing our wealth management services offers numerous benefits to individuals seeking to optimize and secure their financial well-being:

Firstly, personal finance coaches possess extensive knowledge and expertise in various financial areas, including budgeting, investments, tax planning, debt and risk management. Their guidance allows clients to make informed decisions that align with their long-term goals and risk tolerance.

Secondly, finance coaches provide personalized strategies tailored to each client's specific needs and objectives, taking into account factors such as income, assets, debts, and future aspirations. This customized approach ensures that individuals maximize wealth accumulation, minimize taxes, and achieve overall financial stability.

Additionally, our wealth management service offers many tools to benefit our clients. Clients gain access to easy monitoring of all their investment portfolios, budgeting tools that help clients understand dangerous monthly spending habits, and expense reports to verify plans are on track to financial freedom!

My Story

I'm a pharmacist, not a guru.

I spend my days as a practicing pharmacist — and I've watched too many high-earning professionals, pharmacists included, earn good money and still feel broke. Pharmacy school taught me everything about medications and nothing about money. And the traditional advisors in town only want clients with assets to manage. Nobody was teaching people like us how to handle a paycheck, kill debt, and actually build wealth from a W-2.

So I built my own system. I studied how money really works — budgeting, debt-payoff sequencing, asset allocation, portfolio rebalancing — and turned it into a set of step-by-step Financial Blueprints. I run my own portfolio by them, and I've been refining them ever since.

Then I started coaching others through them. Here's what one of them says:

"I was doing what most people do — paying the minimums and hoping it worked out. Matthew sat down with me and built an actual plan: where every dollar went, what got attacked first, and why.

I paid off my first house years early. That freed up enough cash flow to buy a second property, which now brings in rental income every month. He also helped me understand what was actually inside my 401(k); I decided to shift my allocation toward US equities, and the difference since has been night and day.

He doesn't sell magic. He gives you a plan and the discipline to follow it."

— Brandon, teacher

I'm not a financial advisor and I don't sell investments. I'm a coach: I teach you how money works and help you build a definite plan for yours — get out of debt, invest with discipline, and keep more of what you earn. No hype, no guaranteed outcomes. Just a plan you can actually follow.

— Matthew Jerrell, practicing pharmacist and founder of MJ Financial Solutions

Ready to build your definite plan? Book a Financial Snapshot →

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