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THE AWAKENED INVESTOR
Personal and Professional Financial Services
Everything you need to build a strong financial foundation
Learn more about our services
Financial Coaching
Debt management, savings planning, and investing preparation
Cash Flow Improvement
Individualized plan to improve monthly cash flow - bill elementation and credit score assessment
Wealth Creation
Develop personalized generational wealth strategies
What is an Awakened Investor?
A person that has built a strong financial foundation that can stand up to dynamic economic changes and sustain their long-term dreams. It is a person that has learned to reinforce their financial house with knowledge and to protect themselves, and their family, from an unknown future. My goal is to prepare you for an investment advisor so you can continue to build on your dream. The foundation is essential when creating wealth that will last through retirement and can become generational. I cannot help you with investing, but, I can help you prepare to invest with the confidence that you are building on a bedrock of financial security and knowledge.
