Financial Planning

I help CEOs uncover $3M–$30M in hidden EBITDA and increase valuation before a raise or exit

United States

From $300

I help families and individuals build wealth.

United States

From $1

I help CFOs and finance leaders fix bloated international operations and reclaim millions in annual costs

United States

From $150

I help mission-driven entrepreneurs build wealth that actually aligns with their values

United States

From $750

I help Alberta families stop guessing about retirement and see exactly when they can stop working

Medicine Hat, Alberta, Canada

I help people re-write their story, without Fear, Doubt or Apology. Discover your worth, decide you're WORTH IT!

Ottawa, Ontario, Canada

Free consultation

I've helped families plan and pay for college since 2010, with a particular focus on the financial side of the process.

From $100

I help people secure their family's future with life insurance and early retirement planning

Arlington, Texas

Free consultation

I help people nearing retirement confirm they have enough saved and create an income plan

Montreal, Quebec, Canada

Free consultation

Teaching 40-something high-earners to architect tax-smart wealth that converts abundance into time freedom and legacy.

United States

From $100

I Help Working Families Eliminate Debt, Build Wealth, Protect What They’ve Earned, and Create a Legacy

From $45

I help construction trade contractors with cash flow and capital, and to become bankable, bondable and capital ready.

Tampa, Florida

From $250