What's Your Dream? Define it! Claim it!


















I am here to help you figure out what your dream is and be your accountability partner in life.  There are 5 great goals that I see as a part of life.

1. Having an endowment with a long, comfortable and totally worry free retirement, with no compromise in lifestyle, and no real concern about ever running out of money.

2. Being able to intervene meaningfully in the financial lives of one's children during one's lifetime and/or in the form of legacies.

3. Having the ability to fund, in whole or in a large part, the education of one's grandchildren.

4. Having the capability to provide quality care to one's parents in their later years.

5. Having the ability to make a meaningful legacy to a much-loved school, church, charity or other institutions.


The central financial planning problem of our time is simply that almost no one is investing enough capital to have a real chance at achieving all their goals.


The late Jim Rohn once said:

"Let others lead small lives, but not you"

"Let others argue over small things, but not you"

"Let others cry over small hurts, but not you"

"Let others leave their future in someone else's hands, but not you"


So I ask you again: What’s your dream?

Let’s figure it out together.