Build a Better Future for your Family

No matter what Family you belong to, you won’t be left behind!

Whether you’re part of a middle-income family like many in America, making 100,000$ or less a year while holding down a job. Or you’re running your own business and making over 250,000$ a year this is for you. It’s time for you to create your financial freedom!

The 6 Steps to Financial Independence

Cash Flow

Earn additional income. Manage expenses.

Emergency Fund

Save 3 – 6 Months Income. Prepare for unexpected expenses.

Debt Management

Consolidate Debt. Strive to eliminate debt.

Proper Protection

Protect against loss of income. Protect family assets.

Build Wealth

Strive to outpace inflation & reduce taxes. Professional money management.

Preserve Wealth

Reduce taxation. Build a family legacy.

Timing is Everything!

The sooner you start investing in your Money and owning it, the sooner you’ll be able to create wealth for your family.

Ready to take control of your money?

I want to raise the standard of integrity, transparency and education in the financial industry for families that make less than 100k a year, may rent their homes instead of own, work hard in jobs and can’t afford a financial planner. That’s why I’m offering free consultations. I promise you’ll learn something new about your finances.

Family A

Many in Middle America

  • Earn $100,000 or less
  • Have a job and a 401(k) Plan
  • Own term life insurance
  • Rent a home
  • Put money in the bank
  • Have credit card debt
  • Have minimal tax advantages
  • Have no advisor and/or plan
  • Majority of the population

Family B

Many in Wealthy America

  • Earn $250,000 or more
  • Are business owners
  • Own permanent life insurance
  • Own a home
  • Have a diversified portfolio
  • Are debt free
  • Have maximized tax advantages
  • Have a financial professional
  • Small percentage of the population

I was raised in Family B. My father opened Merrill Lynch in Tokyo, Japan. Money was not a concern. I became a single mom in my early twenties and discovered very fast what it’s like to be a Family A and struggle to feed my daughter. With my MBA I learned a lot more about finance and want to spread that education.

Make Sure Your Family's Financial Future is on Solid Ground

A Solid Foundation is Essential to Standing the Test of Time. True of any Financial Strategy.

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