WE DESIGN FINANCIAL PLANS TO HELP YOU

MAKE THE NEXT 40 YEARS
BETTER THAN YOUR FIRST

FINANCIAL PLANNING FOR INTREPID OVER 40'S
WHO ARE (READY TO BE) FIRED-UP ABOUT WHAT'S NEXT

OKAY, MAYBE YOU DON'T NEED
A CARPE DIEM PEP TALK

You’re clear that life isn’t a dress rehearsal.

The problem is, when it comes to your finances:
* You feel like you don’t have a complete picture
* You still worry about the “what happens if…” scenarios
* You’re unclear on what you could (or should) be doing

WE GET IT, WHEN SOMETHING FEELS OFF ABOUT YOUR FINANCES, IT'S TOUGH TO GET FIRED-UP ABOUT ANYTHING ELSE

It sucks the FUN out of having money.

We’re here to give you a complete picture of “everything that’s going on” with YOU and your finances,
so you’re empowered to make conscious choices that positively impact your life and loved ones.

Align Your Finances

Alleviate Anxiety

Enjoy the Adventure Ahead

WE'RE NOT YOUR TYPICAL
NUMBER CRUNCHERS

Because not everything can be calculated.

Life has ups and downs, just like the markets.
We know there will be moments where you’re off track, and that’s okay.
We all get dealt setbacks in life.

That’s why we help you:

Clarify why your numbers matter
Create cash flow for today’s concerns
Proactively manage money and change
Stay on track without unnecessary worry

IT'S TIME TO MAKE YOUR FUTURE A PRIORITY

1

Schedule A Call

We’ll get a handle on where things are feeling off-track for you.

2

Map Your Plan

We identify overlooked opportunities and build a plan around your goals.

3

Trust Your Next Steps

Life happens. We’re there to make sure your plan always has your back.

HEY, THERE'S A REASON PEOPLE SAY,
"LIFE HAPPENS WHILE YOU'RE BUSY MAKING PLANS"
IT USUALLY DOES.

We’re here to make sure your finances ALWAYS have your back.
So you don’t miss the fun life stuff because you’re too busy worrying about What If’s.
(Probably why most of our clients stick around for 20+ years)

3 WAYS WE CAN HELP YOU STAY ON COURSE AND KEEP MOVING FORWARD

Map

Together, we develop a thoughtful financial plan for you to implement on your own.

Guide

We’ll take the plan we’ve mapped out and help you implement it over the next 3 months.

Partner

We join forces to work beside you, providing tailored advice through every stage of life.

THERE'S WAY MORE TO LIFE THAN
"BEATING THE INDEX"

As a seasoned financial advisor, I know numbers matter.
As former widower, I know life doesn’t give us do-overs.
I’m here to help people get their finances dialed in to do more of what they love, because while money’s great, all we take with us when we go is the memories it affords.
I probably should have been a life coach, but I happen to be really, really good with numbers

28 YEARS EXPERIENCE

CERTIFIED FINANCIAL PLANNER™
PROFESSIONAL

PUBLISHED AUTHOR

DON'T LET MONEY BE THE REASON
YOU LEAD A "GOTTA SAY NO" LIFE.

You’ve got one shot at this adventure on Earth.
You deserve to have some fun while you’re here.

WE DESIGN FINANCIAL PLANS TO HELP YOU

MAKE THE NEXT 40 YEARS BETTER THAN YOUR FIRST

FINANCIAL PLANNING FOR INTREPID OVER 40'S WHO ARE (READY TO BE) FIRED-UP ABOUT WHAT'S NEXT

OKAY, MAYBE YOU DON'T NEED ​A CARPE DIEM PEP TALK