20250 Harper Avenue
Life happens. Time is fleeting.
While our own circumstances have led us to specialize with physicians, business owners, and healthcare professionals ... we get excited when anyone is committed to making a meaningful impact in their finances, and also understands the value of a capable coach.
At first, clients may be somewhat fearful about issues they don't fully know or understand. We enjoy teaching using modern day parables and watching fears fade away to be replaced with relief, excitement, and a passion for what lies ahead.
What are you passionate about? Piano? Tennis? Your career? Family?If you have a passion for something, chances are you know the value of having a coach. They observe what you're currently doing, and then show how you can make improvements. It is truly amazing how an objective eye and small tweaks can make a huge impact on our performance in any area.
This is how we approach each client. We're all at varying stages of our development, and sometimes a major change is needed, but often it's just a minor change or two that keeps us from our potential. And, we need accountability to systematically and deliberately practice the right things. Otherwise we quickly revert to old habits.
Coaching makes a huge difference. Better Finances. Better Family.
Exchange Traded Funds
Traditional & Roth IRAs
SEP & SIMPLE IRAs
Savings & CDs
Annuities - Fixed/Variable
Treasury Bills & Notes
403(b) Planning & Management
401(k) Planning & Management
Disability Income Analysis
Life Insurance Audit
Insurance Company Reviews