Some of Our Services

I offer personalized guidance to help individuals understand and make the most of their 401(k) accounts. My service focuses on breaking down the complexities of retirement plans, explaining investment options, and helping you make informed decisions about contributions, allocations, and maximizing employer benefits. Whether you're new to investing or want to refine your retirement strategy, I provide clear, easy-to-understand support so you can feel confident about your financial future.

The Individual Business Consultation offers a personalized 90-minute session tailored for anyone seeking to advance their business, whether in the planning or startup phase. This session is also ideal for individuals looking to expand their existing business or needing guidance on implementing changes. In this supportive environment, I will review your ideas, offer constructive feedback, and assist in enhancing and executing your plans with minimal stress.

This is the ultimate team assessment that every business needs who has a team and would like to be in a place of continuous growth. We work closely with our clients to understand their unique needs and develop customized solutions. One of the services we offer is a team evaluation, we call The Leadership Game. This game is a fun, interactive, and edifying way to assess communication, address difficult topics, and identify strengths and weaknesses with any team. We believe that effective communication, connection and partnership are key to achieving success. Let's play with your team today!  

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If you have a desire to improve your life and the life of your love ones, then you must begin with your own personal internal growth. Personal growth and development will not, have not and never will happen by chance; instead it must be intentional. You must intentionally create a plan, schedule and invest in YOU!

Growing By Intention is a 12 week membership personal development program where we meet on Thursday evenings and I explain, teach and demonstrate how to begin or continue to grow into the best version of yourself.   I look forward to having you in our upcoming session.  

** Next Session Starts Feb 1st, 2025 **