Let's work together.

If you're a financial advisor, realtor, banker, attorney, CPA, or other professional looking to partner, please check out the FAQ's and reach out. I'd love to meet for lunch or set up a time to talk about how we can partner for the ultimate benefit of our clients.

I want you to know that I'm not interested in competing. You're great at your job, and you serve your clients well. However, I believe we can form a partnership that will better help our communities.

How a partnership would work:

John and Jane want to buy a house/plan their retirement strategy/etc.. They call their local financial planning company and meet with you, a financial advisor.

"We'd like to start investing," they say.

"Wonderful! How much capital do you have to invest?" you ask.

"Well...we still owe $90,000 on the house, $12,000 on our vehicles, and have about $8,000 left on student loans, but right now we've got about $10,000 in our savings and checking accounts."

"That's great, and I'd love to help. Sadly, my minimum contributed capital is $75,000 to start building a portfolio for you. But you know what, I know someone who works with individuals in your situation. Have you ever heard of a financial coach?"

I meet with John and Jane and help them develop sound personal finance skills. When they're ready, I send them straight back to you, the financial advisor/tax preparer/loan officer/realtor to further assist them with your expertise.

In the end, we both serve the client through what we love to do and do best.