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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, I 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 million to $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.