Early Retirement Program

Create your Vision and Plan

We will work together to create your vision, goals and strategic steps to achieve early retirement.  This includes money coaching to understand the mental blocks that may be holding you back from achieving your dreams.

My $0.02

My perspective on a decision

It costs more than 2 cents, but this service is a favorite among many of my clients, sometimes you just need another opinion to help you make the final decision. This service includes my analysis of a decision you are considering that impacts your financial freedom plans and a 20-minute phone call to discuss and review the recommendation.

Tune-up Coaching Session

Progress checks to achieve early retirement!

We'll review your vision, goals, plans and progress to determine any course corrections to achieve your goals.