you

You are the most important part of the process, and the reason I’m here.

You are an individual who is:

goal-oriented
ready for financial success
debt-free (except auto and house) or working on eliminating debt from your life
ready to get serious about your future plans
employed and taking advantage of the retirement benefits offer at work (if available), or
recently retired or laid off and wants to look at your financial options

– OR –

You are a small business owner who wants to: