The 7 Money Milestones® are the critical action steps from our best-selling HowMoneyWorks books.
They create a financial road map for individuals and families so they can chart a course to their financial future.
Wedo not charge for time to help you develop a plan, nor do we have any minimums - this allows us to help you to develop your wealth
We are independent, which means we can shop the industry for your insurance and investment needs to ensure everything comes together
We don't make assumptions, and we understand that everyone's situation is different; your business finances, your personal finances, and your business and family dynamics are different
We take the time to get to know you - it's not just about creating a plan, it's about learning, building trust and a relationship, and then planning as a process
We can navigate this together - you may experience ups and downs, but we are here to help you pivot
