Dan Ockey

I help families and individuals build wealth.

Book a session

I'm a financial coach and planner who works with individuals and families to build practical money systems. I co-founded Centsei and lead Three Phases Wealth Advisors. I've worked with over 1,600 people to create real financial progress, from paying off debt, investing, building emergency funds to buying homes and teaching kids about money.

Most people want to manage their finances well but haven't been shown a framework that actually works. I focus on the systems side: simple, repeatable habits that lead to lasting behavior change. That's what creates the results that matter: confidence with budgeting, real debt payoff, and peace of mind.

United States
Financial Planning

Services

1:1 Video Call

Book a call to discuss where you fall on our 3 Phases of Wealth Money Framework, and what financial steps make sense to take next. On this call, I will be talking to in the role of a Financial Coach at Centsei.

30 min$1