Take your financial confidence to the next level

 Virtually out of Fort Collins, Colorado

Life is Easier With A Strategy Guide

Mini Guides

Not quite ready for a full Level Up Strategy Guide experience? That is okay. I want to make expert advice available to DIYers, as well as, those who just have one or two questions that need to be addressed.

401(k) Review


  • 90 Minute Meeting (Can Be Split Into Two)
  • Setup Plan (If Needed)
  • 401(k)/Investment Education
  • Investment Option Review
  • Risk Assessment
  • Recommendation Based on Risk Assessment
  • Detailed Meeting Notes/Video

One-Time Plan


  • Meeting 1: Goals and Possibility Discussion
  • Meeting 2: Getting Organized
  • Meeting 3: Recommendations
  • Probability of Plan Success
  • 6 Week Follow Up Call (30 Min)
  • Common Guide Recommendations: Cash Flow, Debt Management, Taxes, Retirement, Investment, Insurance, Estate

Value ongoing planning to navigate your exciting life?

Topic Specific Strategy Guides are Great for DIYers

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