Money in Midlife can be hard.

 

Hard to understand.

Hard to know who to trust.

And hard to get right.

But it doesn’t have to be.

There are three keys to getting your money right – and retiring on-time and comfortably.

1) Eliminate Conflicts-of-Interest

Most in the financial services industry do not exist to serve you, and your goals/interests.

2) Eliminate Confusion (and Shame)

So many people don’t understand (and master) their finances because they don’t understand the money landscape and/or their money mindset. And they don’t have someone they can turn to – someone they can trust. (And then they feel bad, and retreat, and get even further from retiring on-time and comfortably).

3) Get Support You Can Trust

I’ll cut-to-the-chase: you pay me upfront and transparently. The only money I make is what you pay me. No commissions, percentage of assets-under-management or affiliate programs. (Quite different from most in the financial services industry . . . .)

*     *     *

Why me?

I’m a trained coach, my (sole) focus is on you getting better with your money and accomplishing goals that matter (to you). I’m not your spouse, your parent or your golf buddy . . . my coaching is both supportive and empathetic and no effing BS.

I’m debt-free and (more than) on-track to retire on-time and comfortably.

I can help you understand your money, fix your money and retire on-time and comfortably.