“I spend a lot of time improving people’s happiness. Even though money can’t buy you happiness, the conversation always starts there, so let’s talk money.”


“You don’t know what you don’t know.”  This is the most dangerous aspect of life and the most costly.  You are aware that time is your best friend when it comes to growing your wealth, but most think they can wait till their 30’s and 40’s to get started.  You could not be more wrong.

There are many people and companies that will tell you what you want to hear, but I’m here to tell you what you need to know.

Take a close look, the financial industry is full of sweet talk and loaded with plenty of options for you to leave your money with them.  But how many of those options actually deliver?

Speak to a financial advisor and hear them tout earning 8% is good.  This statement is designed to set your expectation low. You should be polite and excuse yourself immediately.

Your expectation of performance should be directly tied to the major indices that reflect your investments.  The Dow Jones increased 20%, your investments should be in line with that. 

Take a tour through our Financial Planning page and get up to date on the HOWs and WHYs to growing your wealth.