The Wild Money ™ Approach
Finding the right fit when working with a financial professional is critical. It’s important to understand what you need and who can best serve you.
If you’re not ready for comprehensive financial planning or investment management, I encourage you to visit my financial education website.
At the center of my approach is an innovative process beginning with discovery. Using my Wild Money™ book and journal you will explore your relationship with money while addressing traditional financial planning activities through a lens of creativity and curiosity.
The principles of financial wisdom are consistent no matter where you are in your journey.
Receive Money with grace. Spend with intention. Nurture your nest egg. Grow your gold. Protect what matters. Give with guts.
Exploring these mandates through my innovative Wild Money™ process will serve you no matter your bank balance.
The key is to identity what matters, plan for what might get in the way, and take small steps in the right direction often. This way you are actively moving towards your dreams while living well in the process.