Your Retirement, Your Way
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Every successful journey begins with a plan
The Journey
The Summit
Our Mission
Navigating Your Financial Journey Together
With a licensed financial professional by your side, you’ll have the intel and guidance on hand to help you navigate your financial goals throughout your unique journey.
While other advisors are asked to push certain products, I'm independent, which allows me to customize your plan to meet your specific needs without limitations or influences. My affiliation with Money Concepts International also provides me with the freedom, network of support and education needed to best aid you in achieving your goals.
If we are not yet partners, reach out to me & share your journey!
Welcome To The Journey!
Currently in the United States, for every 100 people who reach 65... 1 is wealthy, 19 are financially independent, 15 are required to keep working, 19 died before 65, and 46 are dependent.
In the richest country in history, 46% of Americans can't support themselves in retirement years.
We can do better! Successful achievements of personal goals require careful strategic planning along with disciplined implementation. The Journey is a systematic approach to the achievement of your goals and objectives, like a well-planned climbing expedition.
In the richest country in history, 46% of Americans can't support themselves in retirement years.
We can do better! Successful achievements of personal goals require careful strategic planning along with disciplined implementation. The Journey is a systematic approach to the achievement of your goals and objectives, like a well-planned climbing expedition.
A Community of Growth Through Sharing
The Women In Business Mission
At Women in Business (WiB), we stand in support of each other, addressing not just 'women's issues' but relevant business matters that anyone might encounter. We pride ourselves on diverse perspectives while nurturing a supportive environment for all members.
Welcome to the Summit!
You have been planning, saving, and sacrificing, all with anticipation that you will achieve your goal of a comfortable retirement. You have reached the Summit in your planning. This should not be a concern, but an opportunity to celebrate and congratulate yourself for a job well done. However, after the celebration is over, one of the first thoughts you may have is, "Where to from here?"
Welcome to the Summit!
It's important to remember that climbing to the summit is a round trip. Achievement of the Summit is only half the journey. In fact, the most dangerous and challenging part of the journey is yet ahead.
The Summit is a program that helps you identify real wealth and address not only your money and income but the more than money needs you will face. This is accomplished by focusing on critical elements that will reduce anxiety and allow you to live a less stressful life.
Welcome to the Summit!
It's important to remember that climbing to the summit is a round trip. Achievement of the Summit is only half the journey. In fact, the most dangerous and challenging part of the journey is yet ahead.
The Summit is a program that helps you identify real wealth and address not only your money and income but the more than money needs you will face. This is accomplished by focusing on critical elements that will reduce anxiety and allow you to live a less stressful life.
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