Creating Freedom, Opportunity, and Peace of Mind with your Wealth.

down

The Big Picture

People, companies and institutions have a tendency to start with What to do and then How to do it, before ever asking you WHY? By WHY I mean your purpose, cause or belief

  • Why do you want to create your wealth?
  • Why are you invested in the portfolios you own? Because each component of your portfolio should be there for a reason and have purpose.
  • Why is your short term or long term financial goal important to you?

Let’s inspire action and results for all of the things that matter to you. I want to help you maintain a clear WHY year after year.

Financial Planning

Planning with a Purpose

We want to build a relationship with you so we can discover your passions, goals and dreams. We will help you prioritize your financial short-term and long-term goals.

Find out more
Investment Planning

How We Invest Your Money

Unlike the majority of the investment world – which could be considered advertising and not advice – we don’t promote the latest investment fads.

“Our approach is deceptively simple. We buy good, undervalued businesses and hold them until the market fully recognizes their potential”. – EdgePoint

Find out more!
Financial Advice

The FREEDOM Plan

A Cash Flow Plan is NOT a budget. It is for people who make a great living but are not quite sure where it all goes. Ever tell yourself “I don’t spend that much money” but…

Find out more!
More Videos

Pre retirement workbook

Sign up to receive our Workbook for Planning a Fulfiling and Financially-Sound Retirement.

Stay in touch with up and coming events and information by signing up for our newsletter.

Empowering Women to Identify and Prioritize Money Goals

A supporting community of women who want to take charge of their financial future, expand their knowledge, build their confidence regarding money and wealth and empower themselves. Amazing things happen when women team up – especially when you add a little wine to the mix.

We meet quarterly for a glass of wine, a guest speaker and inspiration on financial topics.