Retire early.

Families and individuals achieve financial independence well before traditional retirement age.

Master the process of financial independence.

crush debt

Crush Debt

Reduce, eliminate, and avoid interest payments and implement an optimal payoff strategy.
optimize spending

Optimize Spending

Generate positive cash flow and widen the gap between income and expenses.
lower taxes

Lower Taxes

Pay less to Uncle Sam while maintaining or increasing government benefits.
get organized

Get Organized

Automate recurring tasks and get real-time reports to know how every dollar is spent.
generate passive income

Generate Passive Income

Learn the concepts of investing and get started using just a smartphone.
live freely

Live Freely

Use money as a tool to express personal values and achieve life goals.

Tackle lifestyle events with confidence.

big-ticket items

Big-ticket Items

Identify the optimal approach to large purchases and avoid common pitfalls.
burning question

Burning Question

Get answers to common and not-so-common questions and what-ifs.
that one thing

That One Thing

Team up and knock out that financial todo list.
phone advocacy

3-way Support

Have an advocate ready to speak up or take the lead on the next financial phone call.
continuing accountability

Continuing Accountability

Stay the course with periodic check-ins and follow-ups.
life events

Life Events

#vanLife? Marriage? Explore the numbers associated with different lifestyles.

Before providing any actionable guidance, I ensure your personal goals are identified and a strategy is tailor-made for your specific scenario.

What clients are saying…

Penalty-free access to retirement accounts.

Tax minimization and arbitrage.

Tax Gain Harvesting

Tax Loss Harvesting

Margin Loans

FIRE Tax Calculator

Social Security Calculator

Steps to success.

Step 1

Information Review

Together we review your unique financial scenario and explore near and long-term goals, concerns and aspirations.

This serves as the framework and guiding principles for creating your financial strategy.

Step 2

Drafting Strategies

Based on the information shared in step 1, one or more scenarios are drafted and presented during our second meeting.

This allows us to explore different approaches to help ensure your goals are achieved, concerns are put to rest and aspirations are attainable.

After the draft(s) and recommendations are presented, I look to you for feedback on which aspects you like and which you don’t.

Step 3

Strategy Presentation

With your feedback in hand, your financial strategy is assembled. The strategy includes the portions of the rough draft that you like, omits those that you don’t, and has a very high probability of success based on stress testing and other statistical analysis.

I include step by step instructions you can use to implement your strategy and establish a timeline to complete your action items.

Start winning with money today.