Families and individuals achieve financial independence well before traditional retirement age.
Master the process of financial independence.
Generate Passive Income
Tackle lifestyle events with confidence.
That One Thing
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…
Over the course of six years, Mitch’s advise has helped me pay off all credit card debt, make a smarter purchase on a car and pay it off, and optimally pay off student loan debt.
Before Mitch, I didn’t realize owning my own home was a possibility. Our talks have helped me purchase a home and pay off 35% of the mortgage over three years.
In meeting Mitch, my point of view on spending and saving money has changed drastically.
$42,000 in 8 Months
You brainstormed ways for me to make passive income and motivated me to think twice about my purchases.
By following your guidance I’ve been able to defer thousands in taxes and invest over $42,000 in eight months.
You are my efficiency hero!
Investing isn't Gambling
Banks pay nothing in interest these days. Not like the old days when I could have earned 8%.
I’ve always heard you can make money by investing and that’s how people plan for retirement but the concept always seemed like gambling.
You taught me the difference between Wall Street headlines and a prudent strategy and built my confidence to begin investing and stop letting inflation eat my savings account.
Penalty-free access to retirement accounts.
Tax minimization and arbitrage.
Steps to success.
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.
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.
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.