Our purpose is to help successful & active people to be Financially Fit For Life so you can do the things that you enjoy doing for as long as you want to do them.
We believe the purpose of a trusted financial advisor goes well beyond selecting the right investment solutions for your financial needs. We also believe that…
“Most people would like to be in better shape, both personally & financially”.
As someone who enjoys working hard in building a successful business, or professional career, but also playing hard, we know that you share this sentiment.
That’s why we created The Financially Fit For Life- Core Conditioning Program™.
The Core Conditioning Program™ is a total financial life planning program designed for successful professionals & business owners who are serious about maximizing their long-term financial as well as personal & professional performance.
The program helps you get into top financial and personal condition by getting to the core of what you really want in life. It also helps you cure what I call The Weak Core Syndrome.
We understand the challenges that you face in building a successful business, or professional practice and are qualified to help you seize the unique opportunities that are available to you to maximize your financial & personal well-being.
We share your passion for staying fit and active, regardless of age or stage in life.
We understand what is important to you & we provide strategies & solutions to help you to maximize your financial as well as your personal core conditioning.
We feel that financial life planning is about much more than just money. It’s about helping you to:
Clarify your CORE Vision of what you want in all aspects of your life.
Create a Step by Step plan to make your CORE Vision a reality.
Stick to the plan & achieve the results you desire.
We created The Core Conditioning Program based on our experience working with hundreds of clients.
We have learned that many people don’t get the most out of their money or their life, because they haven’t gotten to the core of what they really want.
They may have set some goals and created a plan, but they don’t stick to the plan because it isn’t designed to achieve what they really want. As a result, they often don’t get the most out of their money or their life, they feel frustrated and disappointed, and ultimately, they don’t achieve what they really want in life.
They end up suffering from The Weak Core Syndrome.
Another major reason people fall short of their potential, be it personal, financial or professional is that they allow obstacles-often self imposed to get in the way.
However, when you get to the core of what you really want, have the commitment, structure & accountability to overcome any obstacles that stand in your way, you will be more likely to create the “right” plan & stick to it.
As result, you will be in a better position to get the most out of your money, and your life. You will feel more excited and fulfilled, and you will more likely achieve what you really want in life.
That’s why we recommend you do three things:
1. Get to the CORE of what you really want; financially and personally.
2. Create a three-part plan (personal, professional, and financial).
3. Stick to the plan.
If you want to work on these steps with us, we offer a free 90-minute starter session. During this session, we will help you assess your current situation and get to the core of what you really want. We will then decide together if you should join the advanced program to create and implement your Core Conditioning Plan.
We offer our clients two choices: Basic and Advanced. For the Basic service, we can provide you with financial planning and products. Of course, you can get the Basic from many other advisors. However, the Advanced program we created—The Core Conditioning Program™—takes everything to a much higher level and is only available from me, and my team.
It is important to point out that you don’t need to give up any existing advisors to participate in this advanced program.
We realize that the advanced program is not for everyone.
Our CORE Members:
They have a passion for a fit & active lifestyle.
Are successful people who are generosity-minded, family-oriented, and down to earth.
They are coachable, open to new ideas, and willing to take the time to plan.
They are also serious about working on their financial fitness.
Many of our top clients are uniquely skilled professionals & business owners in the Supply Chain & Logistics Communities.
If this description “fits”, you might be a good candidate for this program.
The Core Conditioning Program™ Advanced Toolbox includes:
The Core Conditioning Program Starter Session (This is a 90 minute in depth, complimentary Starter Session where we discover what’s at your CORE; personally, financially & professionally).
Financially Fit For Life Checkup. Step on the “financial scale” and get a complete Financial Checkup with recommendations on how to improve your CORE financial condition including: Your Investments, Your income, Debt, Insurance, Estate & Tax Planning.
Advanced Lifestyle Cash Flow Plan. Do you feel like you are making a great income but you don’t know where it all goes? Do you feel like you could do so much more with your money if you only knew how? Would you like to save more money? Pay off your debts faster? Or create a fund for retirement that you won’t outlive?
Your Personalized Lifestyle Plan goes far beyond “basic” financial planning to help you to achieve your “big goals” and get more life out of the money that you have.
Retirement Accumulation Plan
Retirement Income Plan
Tax Leak Strategy
Insurance & Estate Maximization Plan