WHAT WE BELIEVE...
You owe it to yourself to find your passion. Travel the globe, try new things, taste gourmet food, drink expensive wine, open a business, fall in love, buy your dream home, and start a family. All that you want in life is achievable with proper planning.
It is our mission to help you understand the ripple effects and consequences of today's financial decisions so that you can achieve your dreams in the most efficient and effective way possible.
Financial Health Lectures
Our team partners with Physician Assistant programs to prepare students for post-graduation by teaching educational finance lectures.
We provide lectures for:
-George Washington University
-King's College
-The University of Kentucky
-Emory & Henry College
-Lenoir-Rhyne University
-Idaho State University
-Rocky Vista University
-Marshall B. Ketchum University
THE APPROACH
Protect. Invest. Achieve
DISCOVER
By understanding more about you – your passions and goals – we can begin mapping your path towards the future.
DESIGN
A full analysis of your strengths, weakness, threats, and opportunities will be conducted. Together we will co-create a plan aimed towards a life of abundance.
EXECUTE
A plan without action is merely a dream. It's time to implement all you've learned into your every day life.
REVIEW
A combination of coaching and state-of-the-art technology will help you track and review the progress you've made.
Contact Us
Are you ready to begin your journey towards financial freedom or simply have a question? Fill out the form to the right or give me a call. I am happy to answer all of your questions or concerns.
Dial This Number
(412)389-2201
Send an email
Stop By And Say Hello!
244 Boulevard of the Allies,
Pittsburgh, PA 15222
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