Everyone can build 7-figure wealth.

You just need the right advice, tools & support to make it happen.

I work with clients in An Ultra high-touch, personalized capacity because Financial Planning & Advice isn’t a one size fits all kind of deal. 

Our Process:

 

Step 1: Book a discovery call (click the link below or email me)

 

Step 2: Decide to say YES to a financial education and having more money 😊

 

Step 3: We have our first two-hour session where we do a deep dive into your finances to identify your key financial metrics & goals.

 

Step 4: I build your customized financial plan designed to help you reach your goals and reach 7-figures.

 

Step 5: We have our second session where we go over your financial plan and make your first money moves: open the right accounts together, set up your systems & transfers.

 

Step 6: Payday check ins. For the duration of the program we connect every time you get paid. This is where we execute your financial plan and make real time money moves to guarantee that we are putting your money to work.

The "In-betweens": I provide support and accountability 100% along the way. Money happens everyday so you will have 24/7 access to me throughout the entirety of the program.

This program is designed for you to:

- Learn exactly what to do with your money 

- Feel confident about your finances

- Have more money & increase your net worth

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Topics we cover:
 
  • Goal setting

  • Savings 

  • Spending Mindfulness

  • Investment education & planning

  • Retirement education & planning 

  • Debt repayment & consolidation

  • Company benefits

  • Credit card hacking

  • Long term 7-figure wealth creation

You deserve Customized Financial Planning & Advice - That actually works.
This program is for you if:​
  • You want to make sure you are making the right financial moves

  • You want to feel confident & secure about your finances

  • You want to ensure that you are setting yourself up for the future

  • You want to generate wealth

  • You want to have more money 🤑

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I believe that with the right tools and guidance, everyone can generate wealth.

 

And this program is designed to provide just that - tailored guidance and tools customized for you so you can financially thrive and see a clear path to 7-figures.

 

“Managing money” is just a fancy way of saying: putting your money in the right place(s) for your present and future self - and that is exactly what you will learn how to do.

 

This is learning by doing. At the end of the program, you will know exactly where your money should go each and every paycheck, and be able to confidently execute with the right systems and accounts.