Anyone can read a book, and Investing with a Full Deck – What Las Vegas Taught Me about Managing Money comes highly recommended. The reality is that some of us need more. Everyone’s situation is different, and going through the process necessary to accumulate wealth often requires a more hands-on approach. To be clear, I don’t sell investment products—just my time—so you can be assured that there are no inherent conflicts of interest. Instead, you will be the direct beneficiary of my lifetime of experience as both a financial adviser and a money coach.
All of us have a default future—the future awaiting us if we change nothing. Perhaps you can’t figure what’s wrong, so you continue down the same path, growing more discouraged and frustrated.
I help my clients identify and overcome what is holding them back. Perhaps they need to get their mindset rewired or acquire additional knowledge. And even with those two critical pieces of the puzzle in place, there is the issue of execution—taking what you have learned and putting it into practice! That’s when results happen.
Regardless of your current financial situation, there is always room to improve. Coaching is not a one-size-fits-all endeavor. Every client I have ever coached came to me with their unique level of experience, skill sets, and future aspirations. I will work with you to assess your current situation, define your goals, and create a roadmap to take you where you want to go. I will provide you with the necessary accountability as you work toward creating a prosperous financial future for you and your loved ones.