Financial Education, Coaching, & Consulting
For adults and youth looking to build financial wellness
OFFICIALLY LAUNCHING SPRING 2026
OFFICIALLY LAUNCHING SPRING 2026
Blueprint to your best life
The goal of finance is not to end life with the highest net worth; it’s about crafting a strategy that is not only attainable, but will maximize the attainment of what gives your life value.
Perhaps you’re discouraged by your money situation or what seems like a dream for your life that’s far beyond reach. Or perhaps you know you have plenty of cash, but are unsure how to strategize to maximize its potential and reach your goals. Perhaps you don’t even know where you want to go or what you want to achieve! Whatever your relationship with finances, don’t let uncertainty rob your life of its potential.
Current offerings
Coaching & Consulting
In-depth financial review and reporting
Financial recovery assistance
Home-ownership preparedness
Strategic goal assessment and planning
Education
Investment education
Youth financial foundations
Employee financial wellness
So, what is possible?
He laughed at me when I told him it was within his reach to retire with $1.5 million.
We first met when he was in his early 30’s with “nothing but a broken cell phone.” And that was pretty accurate. After evaluating his goals and opportunities, we determined it was within reach to achieve his dreams of owning a car and home for his family as well as completing an education program to obtain his desired career WITHIN 5 YEARS. That’s starting from absolute scratch. From there, we moved on to see what was a reasonable retirement projection.
“I’m serious,” I told him. “$1.5 million by 65 is possible.”
(This is the part where I have to say I am not licensed to give investment advice, but I can give investment education which may be even better.)
I strongly believe that what foils people most often financially is their mindsets and beliefs about money rather than their situations. In fact, poor money mindsets and lack of education can easily cost millions over the course of a few decades and that’s no hyperbole. It would be like if I told you you’re guaranteed to win the lottery in a few decades, but you have to buy the ticket now. Would you do it or would you say, “Nah…no thanks.”
What if a little guidance now prevents the loss of enormous sums of money?