Connect people to opportunity. Impact and income- to move them to the five universal freedoms:

• Financial
• Time
• Geography
• People
• Experiences

I “pull the curtain back” on traditional investing and financial planning. Showing people where to protect themselves and make sure their money is working for them, not someone else to build confidence and clarity as they take control of their own outcomes.

Why I do it:

I came from a lower middle class family- mom was a teacher and dad owned a small construction company. I grew up working for him. I started my financial planning practice by knocking on doors to meet people I could help. Went from that to managing $1.3 billion of assets- then walked away from it all because I didn’t feel good about what I was guided to recommend at times and I truly felt I had found a better way to build wealth.

How I do it:

I accomplish that by educating people on alternative forms of investing that used to be reserved for the 1% of the 1%.  Essentially reverse engineering a typical financial plan – which is built on reverse looking assumptions and hypothetical returns.

Instead we build an “income first” style plan that covers creating passive income to cover base expenses, moving to matching earned income, ending with designing an ideal income plan to match an ideal lifestyle.

From there we cover how to protect, maximize, and insulate that income from any outside force that can deplete – taxes, fees, etc.