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If what you thought you knew about money turned out not to be true, when would you want to know?

Financial Control

How exactly can I help you establish greater financial control over your life and future? By helping you identify the money that you are losing unnecessarily. That's the most important place to begin and is a bit of a unique approach.

There's more opportunity by helping you avoid losses than by helping you pick "winners." 

There are primary areas where most people, if not all, are losing money:

  • How you pay for your house.

  • How you pay your taxes on investment accounts.

  • How to fund your future lifestyle accounts.

  • How you pay for major capital purchases (anything you can't fund out of your monthly cash flow.)


If you don't know how much control you currently have, how you answer these questions will tell you everything you need to know:

  1. Do you know what rate of return you need to earn to live in the future like you live today, adjusted for inflation, and have your money last to life expectancy?

  2. Do you know how much you need to save each year to make sure you will have enough?

  3. Do you know know how long you will have to work before you can stop and have your money last to your life expectancy?

  4. Do you know how much you will need to reduce your future lifestyle to keep from running out of money?

If you cannot honestly answer all of these with a resounding "yes", then you are not in control.

It won't cost you anything other than a little bit of your time if you want me to help you find out.

Let’s Work Together

Get in touch so we can start working together.

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