Work with me

Your Starting Point for Financial Clarity, Protection & Living Live on Your Terms

Choose the option below that best fits what you need right now. If you are unsure, booking a call is always the best place to start

Book a Call

Personalized guidance to help you gain clarity, explore options, and determine your next best financial move.

This option is ideal if you:

Want clarity around your finances or future plans
Are exploring retirement, insurance, or wealth strategies
Feel financially stuck, uncertain or need accountability
Want to debrief your FIRE Readiness Assessment

This leads to a free 30-minute clarity call or a service review, depending on your needs.

ASSESSMENT PATH

Not sure how close you are to FIRE (Financial Independence Retire Early) or what gaps may exist? A quick 15-minute assessment to understand where you stand today.

This assessment helps you:

Understand your current FIRE readiness level
Identify strengths and blind spots in your financial landscape
Receive follow-up insights and guidance to support your journey

You will also receive helpful emails over the next few weeks to guide you forward.

SERVICES

Retirement, 401K Rollovers, Insurance & Estate Planning. If you already know what you need, you can explore and request financial services directly.

Services include:

401(k), 403(b) & IRA Rollovers
Retirement & Annuity Planning
Life Insurance (Permanent, Whole, Term)
Estate Planning Support (Wills & Trusts)
Mobile Notary Services

This option is best if you are ready to take action on a specific service.

Not sure where to begin? Start with a call.

I will help you clarify what matters most, what can wait, and what path makes the most sense for your goals. There is no pressure — only clarity.

Learn the principles on how to Build Wealth, Escape the 9-5 Trap, and Live Life on Your Own Terms

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