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A Financial Checklist for the New Year: Getting Off to a Fast Start in 2025
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A Wealth Performance Coach for Creative-Driven Families
Just like a sports coach helps you excel on the field, I’m here to help you elevate your financial game. I understand how deeply your finances impact your family and future. My goal is to help you crush, one step at a time 🪜 Whether you’re starting from scratch or refining an existing game plan, I’m dedicated to helping you not just be in the game, but to win it!
When it comes to your finances, I believe in doing more than most because you deserve more than most. It’s about more than just numbers—it’s about building a relationship with your money that empowers you to live your best life. I’m here to coach you through any discomfort because that’s where growth happens. I’m here to help you think differently, and make sure every move you make is worth it. I’ll share real-life examples to help redefine your money mindset and empower you to make decisions with confidence.
Whether you’re choosing to own the company making the money or lend to it, we’ll figure out what works best for you. Let’s get real about what you need to do to get ahead. It’s not just about the rate of return; it’s about understanding your unique goals and achieving them. You could do it on your own, but having a dedicated specialist by your side can make all the difference.
While most of my clients can do investing on their own, they may have fog around their plan or are concerned about the world and the market and are looking for peace. Our clients look to us for ideas, accountability, and a calming guide though thick and thin.
Think Differently, Plan Differently 💡
Ready to take the next step?
During the pandemic, I turned to beach body videos and home workouts, hoping to stay in shape. However, despite my best efforts, I quickly plateaued. The workouts became monotonous, and I hated that I wasn't seeing any real progress. I thought I could manage on my own—after all, I've always been an athlete—but something was missing.
At first, I was hesitant to join a fitness community like cross-fit. It felt intimidating, and I didn’t see why I should pay for something I could do at home. But eventually, I decided to give it a try. What I found was a welcoming community and a group of friends who motivated me to push harder. The environment was exactly what I needed to break through the plateau.
Now, I look forward to going twice a week. The benefits have been incredible—I'm working harder, having more fun, and getting better results in less time. The fee feels like a bargain compared to the value. Honestly, I’d probably pay double or even triple for what I’ve gained. This experience has shown me that sometimes, the investment in professional support and community is what makes all the difference.
In all our lives there are times when we are better off hiring an expert when someone could do it better, quicker, or when we don’t realize what is possible because of what we don’t know. There are things we don’t do very well but someone else does.
Now is the time for a second opinion.
Now is the time to explore what’s possible.
Now is the time.
“Everybody has to start somewhere.” - Haruki Murakami