Most clients experience relief and growing confidence soon after they start working with me. After completing my 3-month program they have a strong sense of direction for their finances, a clear strategy and plan, and are successfully executing their plan. Clients go from haphazard juggling of paychecks, bills, and spending, to a calm and controlled monthly process. They go from guilty spending and constant bank balance vigilance to flexible, guilt-free spending with the knowledge that their financial plan is on track. They go from high stress and constant conflict over money to mutually respectful positive and effective communication with their partner.

Yes! I’m not making a living from this (I’m successfully “retired”). I don’t sell any financial products and I don’t get compensated for making referrals. My goal is to help you get on the path to success, whatever that means to you, period. I genuinely get a kick out of helping people help themselves. “Personal Finance” is fun for me and I love helping clients find their way.

Because I’ve been there and done that, having put my kids through college and achieved financial independence after working 35 years in the corporate world. I lived the same basic wealth-building approach I teach my clients, and now I live comfortably off my investments. Of course there are lots of good coaches out there, but not many have the perspective of having personally implemented the full life-cycle. I teach and implement solutions that work for real people in the real world.