Welcome

"Ultimately, leadership is not about glorious crowning acts. It's about keeping your team focused on a goal and motivated to do their best to achieve it, especially when the stakes are high and the consequences really matter. It is about laying the groundwork for others' success, and then standing back and letting them shine." - Chris Hadfield


  I think Chris Hadfield, retired astronaut and first Canadian to walk in space, has it right.  Achieving one's goals is a team project.  It requires a partnership with others who are skilled, trustworthy and dedicated to working together to accomplish great things.  In wealth planning, it is all about realizing the level of financial success that provides one with the ability to live life on their own terms.  It is about preparing for a variety of possible scenarios to protect one's lifestyle.  It is about encouraging those who are closest to oneself to learn about responsible financial stewardship.  It is about enjoying life to the fullest, making a difference in the lives of those in one's own circle and carving out a lasting impact on the world in a way that's in alignment with one's own personal values.

 

Thank you for visiting my website.  Please take the time to browse through it.  I invite you to contact me to find out how I can help you turn your dreams into reality.