Testimonials

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For anyone who is looking for financial advice, I highly recommend checking out Clear Mind Money. Derrick is 40% investing teacher, 40% daily money management mentor, and 20% life coach. I just finished my sessions and feel wayyy less anxious, and smarter about money things. I've been calling it 'money therapy.'

 Between the mindful spending plan, financial health check, and in-depth presentations about investing and retirement funds — Derrick covers it all. He gives ample time for questions along the way, too. From our first session alone, I felt peace of mind about our future finances; enough so that we got the Tesla my wife had been pining over. He has infinite nuggets about financial goals, and the rare occasion he doesn’t know specifics, he will research and ensure he gives the most accurate response. This is the first time I have felt peace of mind about my finances, because there is a clear set of goals. I could not recommend working with Derrick enough 

I used Clear Mind Money services for financial advice and investment education services, and am beyond happy with Derrick's intelligent, thorough services.  I have been a long-time investor and was confident I had figured out most of the rules of the trade, but was blown away at the level of knowledge Derrick had at his disposal.  

Clear Mind Services took the time to analyze my individual situation, project where my investments were likely taking me, and helped me direct my finances in a healthy direction to be prepared for the next 40 years. In addition, his classes were so informational, and really opened my eyes to different types of investments, investment tools, and their associated fees and potential implications. After working with Clear Mind, I was confident to make some sound decisions about my financial situation and improve my outlook.

I know he offers a wide range of financial services for all types of investors, but I really appreciate that my training and education services were catered specifically to my situation and knowledge level. Excellent job and thank you. 

My perception of personal finance has long been poisoned by high energy TV personalities, questionable Reddit posts, and glossy books promising that I will get rich quick.

Working with Derrick is the opposite of that. He's knowledgeable, approachable and makes things easy to understand. I never felt uncomfortable asking questions or simply saying "I don't know."

His guidance and advice on savings, retirement and investing isn't a secret formula - it's the distillation of established financial principles into something accessible. I also appreciated that after our session, he shared all the resources we reviewed so that I can reference them in the future. Clear Mind Money is clearly the passion project of someone eager to disprove that there is a barrier to entry when it comes to managing your own finances and reaching your savings or investment goals.

Please contact me and I can put you in touch.