Family & Friends

This page is dedicated to help encourage our Family & Friends to take stock of their financial life and be better stewards.  Here we provide resources to help you "collaborators" take care of themselves and  their families.  Begin by using our proprietary software to help you take stock of your current financial reality with tools to help you grow from wherever you currently are. 

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me us a note regarding any questions you may have about any particular investment concepts or products. We'll respond as quickly as possible with a thoughtful answer.

Access our financial planning software by following this link: Collaborator Self Help