A Detour to Success

In 2008, like millions of other people, two of my dear friends, whom we’ll call Tracey and Mitch, were unemployed. Two years ago, they each took jobs that at the time seemed “off-course” – that seemed like the proverbial “two steps back.” Tracey stayed within her area...

Every “No” is Not the Same

Before a prospect becomes a client, I take them through a series of questions. This preliminary financial coaching session is thirty-minutes, complimentary and designed to give prospects a sense of my style and what they can expect from our engagement. It also gives...