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Is Blue WealthTM right for you?

  • Are you looking to slow down or retire within 10 years?
  • Do you have investable assets outside your business?
  • Are you concerned about when and how you’ll retire?
  • Is your business positioned to sell or transition?
  • Do you know how much your BC business is worth?
  • Are you open to a collaborative approach to wealth creation and management?
  • Are you goal-driven or money-driven?

Thank you for your interest in Blue WealthTM.

If you’d like to schedule a free 20-minute consultation with me to talk about any of the above, I’d be delighted to hear from you.

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10 Tips To Maximize Blue Collar Wealth

3 Tips to Eliminate Credit Card Debt

3 Tips to Eliminate Credit Card Debt

1. First rule of paying off your credit cards, stop using them! Your balances will never get paid off if you don’t take a break from them. If you are in a tough situation and are using them to help pay for your cost of living then your problem is much bigger then...

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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.