What I Am Not

I am not a financial advisor and I will never give you specific recommendations on where to invest your assets. I may suggest putting money aside for unexpected or periodic expenses, or a "fun-money" fund– but your investment choices are up to you. I will help you manage the money you bring in – no matter what that dollar amount is. I will guide you toward making choices that empower you. Money equals energy. When you put your energy toward choosing what you want out of life you will be amazed at the results.


Why This is Different Then Everything Else

There are a lot of seminars, books, and programs that are designed to help you manage your finances and/or become wealthy. Some are very good, and as you may have already learned, some are not. Here’s why my process is a bit different, and producing great results for my clients.

Before you can begin to look at the future of your money, you must look at your current financial situation- and the choices you’re making RIGHT NOW. Until you fully understand this, and understand why you are where you are – it’s impossible to take control. And that’s what my style is all about – taking back control and keeping it.

Our goal is for you to experience the peace of mind from KNOWING what your real financial situation is, and KNOWING what tiny little steps or great big leaps you can begin to take right away to live the life you want to live.

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