Build and Maintain Wealth By Making Smart Money Decisions

As a Certified Financial Planner™, I have made it my mission to help people understand the world of personal finance so they can consciously design their financial future while attracting more wealth into their lives.


Smart Financial Decisions that are aligned with a person’s values will allow them to attract More Money, Feel Healthier, Share Fulfilling Relationships which living a Truly Wealthy Life is all about…


Rules to Guide Your Decisions

Becoming Financially Free  boils down to the ability to make SMART FINANCIAL DECISIONS.


You will receive thousands of messages “selling” what you need to do to reach financial success. The problem is many of these messages, as seductive as they sound, are not aligned with your CORE VALUES. This is why many people struggle with 

Money and Generating Wealth.


I developed these (7) Seven  Tenets to help you maintain flexibility and control over your financial life which will help attract the wealth you deserve.

“Invest Like The House”

Because Everyone Knows 

“The House Always Wins…”

  • Hold 80% Of Your Portfolio IN CASH Without Sacrificing Your Portfolio’s Potential Which Means No More Worrying About Losing ALL YOUR MONEY The Next Time The Stock Market Plummets…


  • No Expertise Needed – “Beat The Market” Spending Less Than 1-Hour a Year Managing Your Portfolio…Or Pay Decision Tree Just One Hour Of Our Time To Manage it For You! (Compared to the Standard 1% Progressive Fee You May Be Paying Now…)


  • Make Money In Up Markets – Down Markets – Sideways Markets and…


  • The Potential to Receive Financial Planning Benefits Such as Reduced Taxes, Increased Retirement Income and Protection Benefits Such As Disability Income, Life Insurance and Long-Term Care Benefits WHILE INCREASING YOUR Portfolio’s RATE OF RETURN!

Wisdom Center



Tips and fresh perspectives on how to increase your investment returns, save on taxes, decrease your risk, manage debt, own the right insurance and have an overall solid financial plan!


Books and Guides 

Take a look at one of the many book and guides I have created to help people life you make the best decisions with their money.


Educational Courses

In person classes, webinars and presentations that are guaranteed to give you a fresh perspective on the information you will need to achieve financial success!