Our Mission

IMAGINE, you're becoming the person you want to be, you are doing the things you want to do, you are spending time with the people you want to be with, and you're driving the IMPACT you want to have with your family and your community - the causes you care deeply about.

I HELP CAREER PROFESSIONALS, C-SUITE EXECUTIVES, BUSINESS OWNERS WHO HAVE RECENTLY SOLD THEIR BUSINESS (OR ARE ABOUT TO), HIGHLY TAXED PROFESSIONALS, INDEPENDENT WOMEN, AND AFFLUENT RETIREES CREATE FOCUS FOR THEIR NEXT ACT. WORKING TOGETHER YOU WILL FUEL YOUR VISION FOR THE BIG IMPACT YOU'VE ALWAYS DREAMED OF.

My process will help eliminate the unspoken worry, fear and confusion that often follows financial success. We help people think differently about their wealth.

You'll experience a new level of what we call "sleep through the night PEACE. You'll identify what FINANCIAL FREEDOM means to you. Your focus will shift from your wealth pile to the BIG IMPACT you want to have for yourself, your family and your community, the causes you care deeply about.

Save Hundreds of Thousands of Dollars, Even Millions...

If we're a good fit, you can expect to save hundreds of thousands of dollars, even millions, by the way we allocate your

wealth pile.

We direct those savings to increase retirement income while identifying surplus you can use to fund your BIG IMPACT GOALS. And we do this by reducing risk through the way we reposition assets.

Are we the right fit?

You will benefit from my custom Life & Legacy Process if you're between the ages of 50 and 75 and qualify via our

"right fit" profile...

1. You're a career professional such as a musician, athlete or physician specialist who is starting to think about your "next act"

2. You've sold your business for several million dollars, but something doesn't feel quite right in your new life

3. You are about to sell your business for millions and are asking yourself, "What's next? Who do I want to become? Will I be bored?"

4. You're a retired Chief Executive or top tier professional, for instance, CEO, CFO, Law or Accounting Firm Partner

5. You're an independent woman with a million or more invested who would like a financial confidant who gets you

I invite a limited number of new Members to work with us each year. You should have a success mindset.

First, you should be OPEN MINDED to new ideas.

Second, you should value a SPECIALIST - delegating work to the people best qualified to help you. I'll help you debunk the MYTH of the two sport player.

Lastly, you're in "Fix It" mode. You're ready to EXPLORE ACTION NOW.

Work with Me