Valid Reasons to DIY...

  • You don't want to be sold investments and insurance policies
  • You don't want to turn over control of your money
  • You believe in a long term approach as opposed to a "Get Rich Quick" scheme
  • You don't want to shell out $1000's annually to a financial professional



  • Your family's financial success is completely dependent on your decisions
  • You lack time to explore all the information out there
  • You may be overlooking opportunities or worse--making mistakes
  • Your advice comes from family and friends--not professionals


  • Condenses the information to what you need to know
  • Step by step instructions on what you need to do
  • Most IMPORTANTLY, includes 2 hours with me, a CERTIFIED FINANCIAL PLANNER(TM) to:
    • Answer your questions as any teacher of any course should
    • Offer assurance that nothing has been overlooked
    • Offer suggestions if something has been overlooked
    • Put the final touches on your strategy
  • All for just $895