What I Do & Who I Serve
Living for today while planning for tomorrow.
My Process
Contact
Phone, email, or book online for a free 15-minute consultation
1st Meeting
We’ll have our first meeting, either in person or virtually
Homework
I’ll come up with a plan on how we can achieve your goals and give you action items
2nd Meeting
We’ll go over the plan together, and we’ll discuss the details and logistics of it
Sleep On It
You’ll sleep on it and decide whether or not you want to continue the process
Implement
If we decide to continue working together, we’ll implement changes and review your goals regularly
Who I Serve
Corporation Owners
I help corporation owners and their families with complex needs.
Diligent Savers
You believe saving for the future is important. You save not only for retirement but for opportunities today.
Nice People
It might sound cliché, but I only work with genuinely nice people—people I’d be happy to have meet my family.
Looking For An Expert
You understand the success of your retirement is too important to do it yourself, and you understand the value of having expert guidance.