Rethink Wealth, Reclaim Control

Discover proven strategies to build freedom through cash flow—not just accumulation.

Why Entrepreneurs Struggle as Investors and What to Do About It

If you’re an entrepreneur, you already know how much of your success comes from optimism, resilience, and the ability to make things happen even when conditions aren’t ideal. Those traits are the engine behind every long night, every pivot, every moment you bet on yourself. But here’s the uncomfortable truth I’ve been reminded of lately, especially through work in the Lifestyle Investor Mastermind: Entrepreneurs are usually not great investors.

The Myth of Compound Interest: What’s Really Holding You Back

You’ve heard compound interest builds wealth. But real-life costs tell a different story. Learn what’s eroding your money and how to take back control.

“Where Should I Invest My Money?”

Discover where to invest your money based on your unique Investor DNA. Learn the four best investments and how to build wealth like the Rockefellers.

*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.