Bio: I walk a path with business owners on the journey of creating a well organized business & wealth plan, so that we can live a life of fun & fulfillment

Bio: Husband, dad, stock junkie & hockey fanatic.I have a hyper efficient high touch business serving corporate employees & business owners pre-retirement

Bio: Newly retired DIY household financial manager with desire to solve the conundrum of the distribution phase.

Bio: Plan - Retire in 5 years, currently have a very low stress and fun job. Wife needs to find something with less stress, more enjoyable. 8 years younger

Bio: Self directed investor looking forward to an early retirement

Bio: A couple of years out - spreadsheet guy!!

Bio: Helping high achievers design a meaningful Second Act with clarity, purpose, and confidence beyond career success.