We aren't looking to conduct a transaction with you to receive a fee or a commission.

We want to build lifelong friendships that grow and evolve over time.

We're the friend that helps you heal, avoid risk and make more money.

This firm was birthed from the old version of me.

I made money. I shopped. I went to nice restaurants. I traveled. Gosh I loved to travel, but I was hurting inside and I had no awareness of what was really going on with my finances. I lived on the edge when it came to my finances, and it eventually all came crashing down.

I get it. I care. I want to help.

I walk you through what I did to raise my capacity to make more money (I had a ceiling and I didn't know), and to expose and break bad habits with money.

I also share with you the 13 years of knowledge and experience I have in the financial industry to educate you so you can make wise financial decisions, and I walk you through how to create a strong foundation to build wealth on.

1. Clarity to your current financial situation.

2. Break the cycle of living paycheck, or beyond paycheck to paycheck accumulating more and more debt.

3. Peace of mind knowing things are in order.

4. No more checking your balance to see if you can invest in an opportunity, or go on a trip, or give to a cause you have a heart for. FINANCIAL FREEDOM!

First: We have our first date and get to know one another.

We jump right in and see if we're a good fit for one another.

I believe it's meant to be, but is the timing right?

Next: If yes, we'll send you some questionnaires and we will ask you to gather some information and to complete some exercises.

**We will also send link(s) to complete the insurance portion, if it pertains to you. The insurance portion has its own process. It will be detailed in the email containing the links.

Next: Meet and talk about your story with money, and what is needed to go to the next level with your finances.

We also discuss how to build a solid foundation to build wealth on, and transfer it efficiently upon death.

Last: Take action! Little by little we begin to build.

You keep doing what you're doing until you burnout or loose interest in what you're doing.

You grow bored of chasing money for no other reason but to survive (you may already be at this point). You stay feeling trapped or stuck.

or

You keep living in a cycle of making money and repelling it. Make money repel it. Make money repel it, until you have nothing and don't understand why or how.

or

The unexpected happens. I remind you no one is exempt from hard times.

You get laid off, disabled or die on your way home.

There's no plan in place and there isn't adequate coverage in place to replace your income:

1. Your family or yourself isn't able to stay in the home, keep the car or keep food on the table. Life is now lived in survival mode.

2. Debt begins to pile up.

3. The business you built with your partners dissolves because there was no plan in place to cover if a partner or essential employee leaves, gets injured and can no longer perform their duties or dies. Not only does the business dissolves, employees are out of work.

4. If still alive, you fall into a depression.