I offer financial support for those entrepreneurs and CEOs in a way that they have never experienced before. I have spent 16 years in financial planning helping people create beautiful, data-driven, detailed financial plans that will help them get from where they are now financially to where they want to go….

What would you do if you went from making $60,000 per year to $500,000 per year or more, over the course of 12 to 24 months? Logically, you’re thinking that you’ll pay off debt, save some of it. You know, “responsible” things.

Charitable giving can take many forms and can start at any level, from donating $50 to a local women’s shelter or children’s charity to creating a scholarship fund or private foundation with millions of dollars (or billions). But if you’ve never done more than donate small amounts here and there, you may not understand how you can reach a level of giving that creates a significant impact like Ms. Scott is doing now. And you don’t have to help found the next $1.5 Trillion dollar company to do it!

As entrepreneurs, we dream of making it BIG. We hone our skills for years, and sometimes go through 2, 3, 4 or more iterations of our business before it starts gaining traction, all while dreaming of the day that we’ll make $20,000, $50,000, $100,000 per month and more.

Do you want to retire? It’s a question that stumps a lot of entrepreneurs, even though it seems like it should have an easy “yes” or “no” answer. But recent studies have shown that the under-50 crowd really doesn’t think about retirement the way prior generations did.

Success is created, not found, so pay attention to the seemingly small and insignificant choices that you make on a daily basis — one step at a time

About two months ago, I bought three tiny plants at my local nursery and put them in the same pot assuming they’d all grow evenly. What happened instead is that one plant took off and grew like gangbusters, and the two in front have grown at turtle speed. It looks…weird.

In a “normal” year you would have filed your taxes or extension already, but 2021 continues to be “not normal” just like 2020 was (though thankfully we’re seeing the light at the end of the tunnel now).

An Instagram influencer walks in with $1,000,000 in cash from endorsements. She doesn’t know what she should be doing with her money, but her CPA said “you should talk to a financial advisor.” So she did, but only after a year of phone tag and rescheduled appointments.

Being appointed guardian of a loved one is a serious responsibility. As guardian, you are in charge of your loved one's well-being and you have a duty to act in his or her best interest.