Are We An Ideal Match To Work Together?
Do you want to enjoy the benefits of your success today yet plan for a secure tomorrow? Do you want to spend more time doing the things you love, not toiling over your finances?
I specialize in working with athletes, business professionals, and entrepreneurs who are passionate about life and want to gain clarity around their money.
You set the schedule for our meetings, not the other way around. Whether you prefer to meet annually, quarterly or check in monthly, that’s okay with me. I’m flexible. Email, call or text whenever a question pops into your head and you want answers now. It’s that easy.
How Can I Help You Achieve Your Goals?
Investment Management & Financial Planning:
- Most clients benefit from a long-term relationship with a financial planner who is able to address every aspect of their financial life at a comfortable pace. I will help you tackle budgeting, cash management, tax planning, portfolio management, retirement planning, insurance, college savings, or wills and trusts. For most people, life brings many changes—in the economy, your career, health status, births and deaths. Having an ongoing relationship with a financial planner who knows your history, personality, priorities and financial situation is invaluable when important decisions need to be made.
- Do you have a lot of questions around how much to have in savings, charging what you are worth, marketing your expertise to attract clients, and figuring out how you can save you a ton of money on your taxes? Business coaching is a real passion of mine, which is why we spend time working on this together. It may be time to step back and look at the possibility of revising your strategy and ask yourself some good hard questions if:
- You’re no longer getting the kind of results you want from your work, or from your life;
- You feel frustrated or dissatisfied in any key area of your life;
- You find yourself working harder and harder, only to feel that you’re getting fewer and fewer rewards
- How do you achieve balance between external success and your personal relationships?
- How do you achieve and maintain high levels of fitness, energy, and overall well being?
- How do you align you wealth in a way that best complements your life?
- Looking for a financial expert to speak at your next event? I love speaking, teaching workshops and offering my consulting services to share my years of experience and wisdom on all things athletes, money, and entrepreneurship.
- Are you one of the following?
- A reporter or journalist looking for a quote.
- You want to interview me for a TV appearance, Radio Show or Podcast
- You’re interested in having me speak at your next event.