I work with people that have noticed their net worth is not reflective of the time, energy and sacrifice they have put into their career.

They went to the 'big box financial' advisors. They did what the 'experts' told them to do. And yet, their net worth does not reflect a future with more choices. In fact it reflects just the opposite. They are saying to themselves, "I can't do another ten years like I just had."

Fearless Wealth clients are successful professionals that are busy and sometimes overwhelmed from being employers, employees, parents, spouses, entrepreneurs and care givers.

My clients possess the expertise in their field of study which allows them to earn well and be at the top of their field. They are lawyers, doctors, scientists, sales executives, directors, managers and entrepreneurs.

What they all have in common is they are smart, intelligent and earn well but haven’t seen their net worth increase to the amount they want.

The expertise my clients do not possess is the expertise to save, grow and protect their money consistently through all economic cycles, while being on the same page as their partner.

Do these “investment” scenarios sound like you?

You and your partner fight about money. You are in a solid committed relationship but whenever the topic of money comes up the conversation gets ugly and resentment builds. You are asking, “How do we stop fighting and get on the same page about money?”

You can’t possibly work any harder. You have done the right thing according to the big box financial advisors, the over-hyped weekend courses and that financial advisor that you trusted. But your net worth has not increased accordingly.

You are fearful it may be too late. You are asking, “How do make up for lost time?”

You earn well, but… you would like the choice to not have to work so much and spend more time doing what you want to do. You want the freedom and choice to not work, but you cannot figure out how to make that happen. You maybe you are wondering, “Will I ever feel in control of my time?”

You are stuck, and maybe even embarrassed or worse yet ashamed of being where you are relative to your money. You have the training, the expertise and knowledge to make a difference in your field of study but you have no idea where to start with your money.

It feels like you don’t have choices and you’re hiding a little secret. Maybe you are saying to yourself, “I need to get unstuck but I am scared.”

You have a built-in aversion to everything money. You think you can either be a good person or a person with money but not both. You are starting to notice more and more that something needs to be done about your retirement, the kid’s education, your future.

You need financial certainty for you (and your family). You are asking yourself, “Where do I even start?”

Your money is likely to grow if… 

• You strive for excellence in your field of work and marriage.
  Status quo is not good enough.
• You realize you cannot know everything but you are willing to
  do the work to implement the advice given.
• You are open to being coached and learning new ways of thinking
  about wealth and money.
• You are willing to work and do what it takes to get results.
• You understand that true wealth is not a get-rich-quick scheme
  but that it’s a system implemented over time.
• You are willing to work, not just on a technical level, but also on your
  behaviors and beliefs about money.

Now that you understand the type of clients we work with and the issues that we help them resolve you will want to learn more about How We Work.