This is for you if:

You understand that the principle of “The Buck Stops Here” applies to you and it is your responsibility to deal with the consequences of choices you made.

You suspect that many common financial strategies may not be what they seem.

You want to take a bit more time to gain a deeper understanding before you commit your resources.

You want to achieve a higher degree of confidence in your financial choices.

You want to have greater peace of mind.

You understand that confidence is earned through what you learn, know, and do. It cannot be given to you!

You are committed to being your best and want the best for those you care about.


Independent Thinking

The transformational mentoring we offer is geared towards making our clients think independently for themselves.

This means: They will have a deeper understanding of the financial strategies they use and the situations they will likely encounter. They will have the wisdom to see through popular but risky financial strategies that can rob them of their confidence and wealth.

Alignment to Values

Our members get to the point of solid confidence in their own wisdom and financial decision-making ability by truly being in touch with what’s important to them.

This means: They will make choices that move them toward their deepest values, gifts, and talents. They can plan for their desired future and wisely choose the right opportunities.


Our members know that prosperity is not all about money. It is only one important factor along with their health, relationships, vocation, spiritual/religious/philosophical well-being etc.

Our members do not live to make money. They take care of their money so that they can live the life they love with as much confidence and peace of mind as is possible in this world.