A Bucket Plan to Go with Your Bucket List Keeping Up with the Joneses What Our Kids Can Teach us About Saving Money It May Be Time for a Financial Checkup Coaches

Did you know?  Financial stress is the #1 issue amongst couples and it expands across all income ranges and age!

Money is one of the top two reasons for divorce, and it is one of the top sources of stress. I saw divorce and stress from both sides when I was growing up, and it drives me to help people have a healthy and productive relationship with their finances. We created a proprietary process for reducing the anxiety and achieving goals. 

Very simply, we help couples nearing retirement, who are concerned with outliving their savings. We lead, guide and engage them to make better financial decisions by reducing the stress they have around money. 

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Download Our Free Ebook

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Build Your Legacy Together

Creating your legacy does not happen overnight, and it doesn’t come without a strategy and hard work.

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Goals-Based Planning

Not a "One-size fits all" approach.

Nothing is more custom to you than your goals. We craft a goal-specific plan for each client, and help them implement from savings strategy to goal-appropriate investment strategy.

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Developing your Financial Literacy

It has been said that knowledge is power, and if that’s true, then too many Americans lack the power to control their financial futures. Success rarely comes accidentally; it is the culmination of a journey whose first steps are in education.

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Are you on track?

What is your current cash flow?  Is your money going in the direction you want?  Login to your eMoney account to find out where you stand on your goals!

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

20 Under 40 - Park Cities People

What is the best advice you received when beginning your career? Love the process as much as the product

What is your business philosophy? Dare to Dream; Enjoy the Ride

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2018 Five Star Wealth Manager

Years of experience have prepared us to guide you through your life transitions.

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