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Personalized wealth planning that allows you to pursue your life with passion and purpose.
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I help people discover what is most rewarding and fulfilling for them in their second half of life; the joy of pursuing a personal mission that provides a purpose so important to living a better life, for the rest of your life.

Then, when you more clearly see their new direction and impact, we provide the financial and philanthropic planning guidance to turn this vision into reality. My clients are often baby boomers with a net worth of $1 - $20 million dollars, who are about to retire or sell their business and are in danger of becoming disconnected, bored, and unhappy unless they find a new way of contributing in the future.