Priority Focused Money Life

About ME

Your Exclusive Financial Specialist

Over 30 years I have sat down with thousands of families and helped them organize their money life into a priority focused plan for their family. A plan that simply puts first what needs to be first and last what needs to be last. Setting into place an easy to follow road map to provide stability to your life through financial and investment planning

A Proven Approach

While I have successfully provided my guidance in person or over the phone many, many times for a family I've never attempted to put it into writing. Here I will provide the step by step, easy to digest and implement recipe I developed for my clients. Having a priority focused money life is really easy. I want to help you clear away the confusions and gobble-dee-gook so you can have confidence in what you are doing.

Why Me?

What qualifies me to advise you on how to manage your family's money? Simply put it is all I did for over 30 years while working for many firms, in many positions in the financial services industry. At this point in my life I don't work with clients. I left the industry and currently live on a sailboat going where the winds blow me. So I decided to share here what I know for you and your family's benefit.