Your Blue WealthTM Blueprint

Understanding your financial life starts by asking a series of simple questions then drilling down into the important details. I’ve developed a framework to help blue-collar business owners and their spouses understand a process to get from where they are today to Blue Wealth within 10 years.

The right questions help you get to the heart of what really matters to you. Without the important questions, you might get ‘sold a solution’ versus ‘informed about the possibilities’.

Your Financial Life Questions

I start with five important questions and dive deeper into each as we progress through understanding and defining your financial life.

Your Financial Life Questions

You might think the most important question I’ll ask is:
What’s your plan to exit your blue-collar business in 10 years?

In my experience, the most important question is:
What scares you about retiring from your business?

When I ask business owners, “What scares you about retiring from your business?” I often get simple one-word answers, “nothing,” “everything” or “I’m not sure”. Behind each of these brief responses are often fear, anxiety and many unknowns. This is one of the most important questions a business owner can be asked and it rarely ever gets asked. More importantly, it’s rarely answered, understood and applied to their financial plans – their Blue Wealth Financial Blueprint.

Asking this question helps blue-collar business owners truly get what working with me is really like. It’s when the begin to realize my Synergy Life approach and my Blue Wealth process address their greatest obstacles to achieving their perfect financial life and retirement. It’s when they figure out they might finally have a partner to collaborate with towards a common goal, turning their business into their retirement and legacy.

I help business owners turn their business equity into their ideal retirement within 10 years.

Join Our Blue Wealth LinkedIn Group What's Your Blue-Collar Business Story

10 Tips To Maximize Blue Collar Wealth

How to STOP Working and Retire

How to STOP Working and Retire

Their are two main reasons why successful Blue-Collar Business Owners™ delay their transition into retirement. 1) They have not yet discovered how they will spend their time in a meaningful way during retirement, and 2) They aren’t sure if their assets will provide them the retirement income they will need and want. Read more.

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Blue WealthTM is your 10-year plan to your ideal retirement.

10 Tips To Maximize Blue Collar Wealth

10 Tips to Maximize
Blue-Collar Wealth

Tips on business monetization, financial planning, retirement preparedness, and how to simplify work, money and life.

Educational Video Series

Blue-Collar Business OwnerTM
Educational VIDEO Series

Each month I'll add educational videos about making smart decisions in your life and blue -collar business. I reflect on work, money and life.