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Enjoy your life now
and in the future.

I want to hear your story.

Services include:

I do my best work with:

Ages 30-50

You are in the middle of your career and life is getting increasingly busy

Savers

You have begun building wealth by saving and investing and want to ensure you’re on track for all your goals.

Expert Guidance

People who value expert help because your family’s success is too important

3-Step Introductory Process

Step 1

Schedule 20-min Call

Are we a good fit?

Let’s have a quick check-in to confirm you’re in the right place. You can tell a lot from a quick chat with someone!

SCHEDULE A MEETING

Step 2

Exploration Meeting (1.5 hours)

What are all the things you need as a part of your life?

I want to understand everything important to you (and your partner). No prep work is necessary, except to show up ready to explore everything you want to accomplish together.

Step 3

Think about it

At the end of this process, we will simply ask you to think about it. I am looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, I will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."

Schedule 20-Minute Call

Not quite ready to schedule an appointment? That’s OK!

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