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"A good financial plan is

a road map that shows us exactly how the choices we make today will affect our future."

Alexa Von Tobel



I identify the financial risks you are most likely to encounter throughout your century of life. I ask you to think about all of the obligations— your life’s liabilities—you will need to fund on your own and then take the steps to manage them.


My goal is to show you— without the use of inscrutable theories and calculations—how you can apply some key personal financial concepts to your lives in a practical manner to help you fix being born bankrupt. 

Todays Thought



We are undergoing a tremendous change in this country that will continue for the next 10 to 15 years.

This transition is unprecedented because it is the first time in our nation's history that there are four generations living at the same time. This will have significant, sometimes sweeping, and for certain far reaching consequences on our quality of life for decades to come.

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