Does This Sound Like You?

• You are a high achieving professional, consultant or entrepreneur

• Have lofty goals and the dedication to achieve them

• Want to put a framework around decision making

• Want to leverage your time by outsourcing financial matters to a trusted expert

• You prioritize your time and mental energy on career, family/friends and cultivating life experiences

You Are Looking For Someone Who …

• Understands your time is a precious asset that can't be recovered

• Prioritizes your action items to relieve you of that mental burden

• Shares the same drive and commitment to professional excellence as you

• Builds and continually updates your plan to reflect your values, goals and aspirations

• Is fee-only and beholden only to you