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.
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...read more
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.read more
Inspirational Dissatisfaction can escalate your Blue-Collar Business and your life. Step back, look at big picture and chart your new direction.read more
Blue WealthTM is your 10-year plan to your ideal retirement.
10 Tips to Maximize
Tips on business monetization, financial planning, retirement preparedness, and how to simplify work, money and life.
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.