Areas of Focus
Education Distribution Planning
Education Funding Vehicles
Education Needs and Funding Analysis
Education Tax Deduction and Credit Planning
Education Tax Planning
Federal Student Loan Option Analysis
Financial Aid Award Letter Reviews and Appeals
Financial Aid Form Filing Assistance
Financial Aid Planning
Financial Life Planning
Owning a Business
I help successful owners: ⬣ Grow your Business Value ⬣ Be Ready to Exit Confidently, on your terms ⬣ Protect Wealth for your Family ⬣ Prepare your Family for Wealth.
As a Private Wealth Advisor CFP®: I help couples, to...
● Co-create a map to where you both want to be
● Center your financial life on the things that matter most
● Estimate your lifetime financial Gaps, and how to close them
As a Value Growth Advisor CEPA®: I help successful business owners, to...
● Refine their business, so that it is easier to own or sell
● Increase Profit with the Value Acceleration Process
● Reduce Risk with Integrated Legacy Planning, Business Continuity / Succession & Exit Plans
As a Family Legacy Advisor: I help successful families, to...
● Prepare your families next generation for the weight of wealth
● Nurture family history, traditions, harmony, values, & life lessons into the next generations
● Defend your family against personal black swan events: like lawsuits, probate, and the 5 D’s (death, disability, disaster, divorce and disagreements)
With Advanced Education Planning: I help Parents, to…
● Help your kids with college, without ruining them or you
● Pay for college with tax free money from your business
● Get your kids into a college that best fits them: academically, financially, socially, and spiritually.
My process is designed around: the way my wife would want access to financial planning and advice for our family... if I wasn't here anymore. The way she wants to be understood and receive real, honest, advice. I believe that living a rich life is far more important than dying rich. Together, we create a plan that helps you get the most life (and legacy) out of your money.
My mission is to help you upgrade life, for your whole family… even the family that is not even born yet. I believe that empowering families is the best way to see positive change in the world. That means understanding you all as individuals, and as a unit. What I offer is being a guide through the complexity, into a sophisticated simplicity.
Look, I don't know everything about money either! I have over a dozen advisors, planners, and subject matter experts that I look to for advice and collaboration!
You are busy with your blessed life... let me do some of the work and worry for you.
Certified Digital Asset Advisor (CDAA)
Certified Exit Planning Advisor (CEPA)
CERTIFIED FINANCIAL PLANNER™ Professional
Fee Only Network
National Association of Personal Financial Advisors
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