“My one true thing” is to provide client centered, solution focused ways to help people who want to change unwanted patterns that keep them stuck. Working as a financial advisor and substance abuse counselor I discovered flaws that can destroy family wealth that it took a lifetime or generations to create.

Imagine a situation where it took your entire career to create your wealth. Now it’s time to design a business exit plan or estate distribution and preservation. However, your children are in and out of substance abuse treatment or trouble with the law.

“A Fortune Saved is a Fortune Earned” ™

There are tax-efficient strategies that can help families to protect their assets from creditors, estate taxes and family members who are not ready or capable of managing money or family wealth.

I’m able to work with you, your other advisors, and treatment teams to coordinate your estate planning. Designing tax-efficient strategies can create safety of assets, life income, generational wealth and philanthropic goals.

Otherwise, “You’ll Lose a Fortune.” ™

Designing Tax Efficient Systems That Turn Belief-change Into Generational Wealth.
Tax Efficiency. That’s the work. Not just money. Not just mindset.
The bridge between the two.

Here’s what most people miss: We don’t rise to the level of our goals.
We fall to the level of our beliefs.

If someone carries beliefs like:
“Money slips through my fingers”
“Wealthy people are greedy”
“I’ll deal with that later”
“I’m just not good with finances”
…no investment strategy in the world can outgrow that ceiling.

Albert Ellis: “Beliefs drive decisions. Decisions drive behavior.” Behavior drives financial outcomes. Outcomes become “family patterns.”

That’s how wealth disappears in a couple generations.
Wealth, stability, and impact can grow for many generations.

This is why I integrate belief work (BEMT, CBT, ABC-DE) with financial architecture (trusts, tax strategy, legacy planning).
Because:
Change the belief → Change the behavior → Change the structure →Change the future of a family.

And when families are stronger, charities are stronger. Communities are stronger.

Generational wealth isn’t just built with money. It’s built with upgraded internal programming and well-designed external systems.

That’s what I mean when I say:
“Designing systems that turn belief-change into generational wealth.”
If that idea resonates, we’re probably meant to have a conversation. DM me to learn how to do this on a tax efficient basis.