Have you made financial decisions you didn’t understand, that didn’t feel right? Do you want clarity about your choices?

So did I, that's how I got here.

FINANCIAL WELLNESS LOGO-AEAIS

FINDING MEANING THROUGH HISTORY

rich ideas from the past

Like an Academy Award (or any award for that matter) I have LOTS of people (and I do mean lots) to thank.  Focusing in the now, I have to say thank you to my Auntie for asking me to present on John Wesley Smith in 2020. He's my great, great, grandfather. This appreciation comes as I realize this story is connected to who I am and what I do - with ambition, excellence and integrity. 
Until I heard myself telling his story, it was unknown to me that this idea of the financial world and its inter-workings, flows through my veins - literally.  The fact that my mom worked at the bank, is more than enough reason to share the world of money. The fact that my great, great, grandfather was one of the earliest recipients of the beginning of the U.S. Coast Guard pensions in the state for his role with as a surf-man is all the reason why my family's desire to have financial wellness is strong evermore.

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The Start Of It All

One day I realized...

Everyone has financial knowledge.

Everyone has knowledge and information about money.

Everyone’s application of this knowledge varies.

Mine certainly did.

Have you ever measured your financial experience? Were you recently asked “what's your risk tolerance?” How do you file your financial information aka your taxes? How do you look "on Paper"? What does any of this mean?  Why would anybody ask these kind of questions?  And WHO, IN THE WORLD, has answers to them?

Ready To Get Started Here Today And Achieve This Amazing Thing?

Lead with Value, top call to action.

moneyAye®

What is a moneyAye®? An intriguing (and can be a) powerful tool helping me and others like me, understand their financial situations.

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"Eye opening process emphasizing connections to financial wellness"

designed through the experiences of living, growing, and changing when it comes to financial decisions. Through a process designed to explore goals, create financial terms only you can use, identify gaps and opportunities to make different money moves, assessing cash flow and many other unique activities opens your moneyAye®.  You are guaranteed to have the ability to find financial means when the situation arises.  You’ll have a solid foundation for confidence as you sift through information about finances and money solutions.

FASTER TO FREEDOM

For the Legacy Minded...

Recalling the long process after losing a loved one, many families find it hard and sometimes painful to address the estate of the deceased repeatedly after death.  As I pondered on the idea of how to leave a legacy, a gift, or “bequeath”, I found out EVERYONE (and I mean everyone) has an estate play. A better question to ask is which estate plan did I have?

MAKE THE MOST IMPACT - ATTEND our DEMO of an Estate Planning Software!

  • Empower Your Financial Journey: Unlock Confidence and Clarity

  • Master Your Money: Transform Insights into Action

  • Financial Assurance for Every Decision Maker

developing YOUR moneyAYE(R)

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The Full Story

– Money matters can be confusing or unclear at times. In order to protect the health, life and longevity of yourself, your family and your lifestyle, you must be heard and understood. Prepared for action. Get empowered as you explore financial words and topics to know when they might apply to you.

Meet me where you are and achieve clarity, consistency and peace of mind with F-Word Principles. Do something different, fun and enlightening.

During our time together we’ll explore four modules:

Module 1 – F-Words defined to understand when and why they apply to you

Module 2 – Spot financial gaps and overlaps through a discovery process designed to help you identify goals and protect your greatest assets

Module 3 – Explore simple to use and easy to understand tools creating a clear path to financial success

Module 4 – Put it all together in a custom plan designed by you and supported with my “financial Aye™©
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WHAT OUR CUSTOMERS ARE SAYING

PROVEN OUTCOMES

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Retiring at 75, NC

"a Medicare Beneficiary it has been a blessing having you beside me"

(Case study coming soon)

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T-65 and early diability case, Southport, NC

"on Medicare options and education of a married couple"

(Voice Clip and cast study coming soon)

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Coastal, NC

"from a young couple...the decision maker perspective: my plan is going well, I feel confident in this: What makes one so confident?

(Case Study Coming Soon)

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DOES THIS SOUND LIKE YOU?

Overcome Objecstions and Limiting Beliefs

  • ​Item Three: The market is in a downturn (environment)
Your money Aye is where you begin to understand your cash flow, stage of life, spending requirements, savings requirements, and knowing what to do when the decision point has presented itself in the blood flow of your livingness – MONEY! Essentially this is your value that comes with your entry into the world!!!! It’s labor!!!! When you fail to plan for your human value factor, someone will.

TELL WHAT YOUR MOVEMENT IS ABOUT

Moving Money

If you knew that you were worth over $4,000,000.00* over your working years, would you prepare for it in a different way? With a different eye about how this amount is extracted and used, could you plan your future or the future of someone your love? It’s called the “use life” for depreciation or amortization of an asset. So, if you don’t know, - YOU ARE YOUR GREATEST ASSET - trust me.
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*based on 25 year old, working until 67 starting at $35,000/year with 5% annual salary increases.

TELL WHAT YOUR MOVEMENT IS ABOUT

THE CONTENT HUB

Tuesday, October 11, 2022
Tuesday, October 11, 2022
Tuesday, October 11, 2022
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