You Personal Checklist

Every good plan starts with a formal checklist of everything you want to address and evaluate.

I always encourage people to take some time putting this list together. It’s not easy, and the best way to approach this task is by dedicating some quiet time (an hour) to sit down and write out everything that comes to mind. Then, step away for a week and come back to the list. You might be surprised by the things you forgot!

Your mind is powerful, and will subconsciously be thinking about this during the week you are away from your list.

Family Office Services

What is a Family Office? A Family Office is a formal team (as small as 1 or as large as you need!) of people dedicated to protecting and building the life plan for you and your family. We are connected to a network of family offices around the country – ask us more!

We have created our own personal plans, and also advised others on how to achieve their goals by analyzing complex situations and creating realistic strategies. Let us help you and your Family Office team regardless of your size or your goals.

Health & Wellness Advocate

I’m sure you have gym memberships (well, maybe not during this COVID crisis!) and personal trainers. If you’re lucky, you might have a home gym or a nice garage gym?

I’m not a personal trainer and I’m not a nutritionist. I am somebody who has spent the last 35 years being physically active, playing sports, and teaching myself about health, nutrition and wellness. Let me help you design a plan to achieve your goals!

Let’s look at your overall physical, mental and emotional health and conduct an honest assessment of where you are, and where you want to be.

Next Steps…

Reach out to us now and let’s discuss how we can help you achieve your goals!