Personal CFO Services
- by Invite Only
Eliminate financial stress and increase your net worth by $100,000+
Do You Feel...
eliminate stress and replace it with fun and wealth.
What You Get
Plug the leaky ship
You aren’t doing anything crazy, but money is slipping through your fingers! This is not about getting rid of the things you like. It’s getting rid of the expenses that aren’t giving you any return. The average client sees a $3,000 monthly savings.
Have a plan
Eliminate the feeling of being overwhelmed and stuck instantly! You can see you are on the right track with three key documents.
Get your top three financial goals in one year
Knowing what you want is half of getting it. The Vision system makes it easy to identify what you want.
Feel the team spirit
No more “bad guy.” Be on the same team cruising towards a bright shiny future.
Make it easy
Monthly meetings make it easy to stay on track and turn overwhelming goals into manageable bite sized action steps
Think yourself rich
Wealth is a mindset. Learn the secret mindset patterns of the wealthy, and start using them in your life.
Wealth coach
The fast track to wealth. Your coach can show you exactly how to take your finances to the next level without trial and error.
Imagine this...
The pandemic hit.
You owned restaurants in NYC.
You hired a wealth coach and...
tripled your savings on a reduced income.
How We Do It
Create living budget
A living budget is not restrictive it feels limitless.
Golden tickets
Bite sized action steps that gets your top 3 financial goals in one year.
multi millionaire mindset
Teach you the thinking patterns that attract wealth
Investing
Learn how to “employ money” to make you money
Money blocks
Id and replace limited ways of thinking about money
Cash flow
Have the cash on hand to run your life smoothly. This can be created from stable and unstable income streams.
Imagine this...
You had back taxes and debt.
You hired a wealth coach and...
vanquished the debt and
5X your net worth.
Who is Wealth Coaching a good fit for?
Imagine this...
You work hard but...
you are not getting richer.
You hire a wealth coach and...
increase you net worth $300K
Programs
Not sure what is right for you? Schedule a consultation.
American Dream
Program
This program is a good fit if you want to...
Independently Wealthy Program
This program is a good fit if you want to...
Schedule a Consultation
A 15 minute phone call could make you $100,000 or more.
Call to schedule a consultation today.
Curious how much time, and sacrifice is needed to achieve fantastic results?
Watch the 3 minute video below and find out. Remember this could be you!
Imagine this:
You were constantly stressed about money.
Each month ended with more debt.
You hired a wealth coach and...
Your debt free and save over $100,000 a year!
Imagine this:
Your living paycheck to paycheck, and
have $93K in student loan debt.
You feel like you will never get free.
You hired a wealth coach.
In 10 months you are debt free!
How it all started...
I made a terrible mistake.
I grew up financially challenged in the wilderness of Libby, Montana. This inspired me from a very young age to study abundance. By the time I was 12, I had my own paper route. By the time I was 16, I was investing my McDonald's earnings at Edward Jones. My studying paid off. I always had enough money to travel the world, move to NYC, and pursue my artistic dreams, all while working 30 hours or less a week. Money supported me; it was my friend.
In my early 30s, I was on a two-month vacation in India, doing yoga with my cousin. I felt it was time for me to "pick a career." During one of my yoga practices, the universe whispered in my ear, "Give what you want." I wanted to attain limitless financial abundance, so I decided to make other people richer for a living.
I went back to NYU to get my CFP (Certificate in Financial Planning), and I opened my private practice. I got my first few clients, and that's when I made a terrible mistake.
I did everything by the book, exactly as I learned in school. "Let's slash the spending. Bootstrap to get an emergency fund." All the things that traditional financial planning says you're supposed to do. The only problem is that my clients were not getting rockstar results.
It was instantly clear to me why this was not working. People are not motivated by what they should do; people are motivated by what their heart yearns for! My clients wanted to continue to live, just like I had been, while growing their fortune.
That's when a lightbulb went off. Why don't I teach my clients what Mr. Worth taught me? Mr. Worth was a friend that I met in my late 20s. He had built a 50 million dollar fortune from scratch. He led me into his inner circle of millionaires and billionaires. He showed me how they thought differently about money. They had different thinking patterns.
Employing these thinking patterns allowed me to work virtually part-time, to travel around the world while living in one of the most expensive cities on earth, and while making my fortune grow.
You see, everything has a formula. If you want to get out of shape, you have to run a very specific formula. You must move less. You must overeat, a lot! And don't you dare exercise! This is a proven formula to get you out of shape.
However, when it comes to money, our minds draw a blank. We fear that the answer is to "just spend less." That is not the answer; it doesn't work. Very few people can continuously deprive themselves for an exceptionally long period of time.
So, I changed my strategy. I started teaching these millionaire mindset programs that Mr. Worth taught me to my clients. Some clients would start out with overwhelming amounts of debt: student loans, credit cards, or back taxes. On average, in two years, the debts were wiped away. Not for 10% of the clients, but for 80% of the clients.
The clients that had no debt were often told to dream bigger within the first year, because they'd already gotten everything on their financial wish list. One client said, “I feel like I have the cheat code to wealth!”
Money is a power tool. You can be trapped by it, or you can harness its power and learn to control it so it serves you. You do not have to work yourself to death or wait until you’re 70 to have fun. You can start feeling the freedom in months! Less fights, more fun, while securing your financial future. This is what's possible with a little financial education and millionaire mindset mastery.
Frequently Asked Questions
Most clients report that they start seeing and feeling results the first month.
92% I can tell if people are going to get their goals before their goals because I track two metrics. If it's not working I will tell you.
There is a one hour appointment the first week of every month. Here we review what happened last month, and create a plan for the new month.
Yes. I encourage it!
There are no refunds however, there are, also, no commitments. You're welcome to take it month by month and cancel at any time.
Yes. Call: 917-602-5640. I am happy to answer your questions.