Goal setting…

Can be tricky at times.  It may be challenging to get clear on exactly what you want personally, professionally, or financially.  Talking out loud with someone you trust is helpful as it forces you to verbalize and organize your why.  A good friend who listens is...

Your Safety Net

Prior to founding my company in 2019, I spent over two decades with a single insurance company.  During this time, I sold countless insurance policies.  More importantly, I was able to deliver some meaningful checks to a handful of families impacted by a sudden loss. ...