My unique approach to financial education has always centered on people; unlike most financial advisors, who primarily focus on advising their clients on specific financial products they sell (think 401k, IRA, Mutual Funds, & Stocks). My proven financial literacy program, TrueBlue®, is based on the philosophy that money should work for people, and with it, people can get immediate control of their spending, debt, savings, and taxation.
I have partnered with United Financial Freedom (UFF) to create a comprehensive financial management system that helps individuals, families, and even businesses effectively manage every aspect of their financial lives. All while helping them attain the highest quality of balance, success, peace, and wealth.
What is TrueBlue®?
TrueBlue® is a financial literacy and coaching program that connects the dots between our financial realities and the lives we long to live; making it possible for anyone to cultivate a life designed to deliver the most meaningful kind of freedom: the freedom to pursue life’s passions wherever they may lead.
How?
By tailoring TrueBlue® to each individual client, team, business, or group. My unique multi-modal approach, which now includes the UFF Money Max Account (MMA), is unprecedented. I am not here to “just” get you out of debt.
I can help:
We will do this together through a mindfulness-based process of structured and non-judgmental inquiry, and I will provide the ongoing guidance you deserve as you bring about all you aspire to accomplish. Want to know more? Let’s get started!
MIAMI, FL, USA