Your Everyday ROI Resources

Explore plans and resources, sign-up for the newsletter, or schedule a free introductory call.

Introductory Call

Use the calendar link in the email to schedule a free fifteen minute introductory call or Google Meet up. Maybe I'm right for you, maybe we're not right for each other. Let's find out!

Confidentiality is key, trust me, I've been there but that's between us.

I'm not selling any products (at all), only coaching. Mention of any tools I use are only suggestions (usually free stuff). Having to sell myself is hard enough. Fiduciary financial services are the reason I went down this path.

Plan Options

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black blue and yellow textile
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a man riding a skateboard down the side of a ramp
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Subscribe to My Newsletter

If you like my style of communication so far, sign up to receive my short blog posts via email. Again, they won't be long or well constructed but maybe you will learn more about me, finance, and what I can offer you.

Finance Focus

Someday soon I'll link some downloaded resources here. Free stuff to help you along the way.

A person holding a smartphone with a financial application open on the screen, standing outside a modern glass building. The background shows a plaza with trees and pedestrians.
A person holding a smartphone with a financial application open on the screen, standing outside a modern glass building. The background shows a plaza with trees and pedestrians.
A small plant with green leaves sprouting from a pile of coins, symbolizing growth and investment. The setting is minimalistic, with a neutral background and the focus on the plant and coins.
A small plant with green leaves sprouting from a pile of coins, symbolizing growth and investment. The setting is minimalistic, with a neutral background and the focus on the plant and coins.
A collection of books is stacked against a dark background, including titles like 'The Little Book of Valuation,' 'The Psychology of Money,' and 'Built to Thrive.' A chessboard setup with various chess pieces is arranged around the books, some standing and others toppled over.
A collection of books is stacked against a dark background, including titles like 'The Little Book of Valuation,' 'The Psychology of Money,' and 'Built to Thrive.' A chessboard setup with various chess pieces is arranged around the books, some standing and others toppled over.
A laptop displaying a financial dashboard with various stock market graphs and data. The screen shows different stock indices and their performance, including line charts and a bar chart for market overview. The laptop is placed on a light-colored table, and a gray sofa is visible in the background.
A laptop displaying a financial dashboard with various stock market graphs and data. The screen shows different stock indices and their performance, including line charts and a bar chart for market overview. The laptop is placed on a light-colored table, and a gray sofa is visible in the background.