When it seems like the system is about to collapse and the markets are going to crash, do you pull your money out? I walk through how I have those conversations with my clients and how we come up with a plan for what to do next--if it's nothing. You'll also hear my tips for taking on a big, hairy, audacious goal with confidence and consistent action.
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Are you a Dave Ramsey listener with questions about investing? You might be ready to retire but don't know where to start. I specialize in helping people create a personalized game plan to spend more money, pay less taxes, and enjoy retirement on their terms.
People worry most about whether they have enough money to retire and whether it'll last through their retirement.
It doesn't have to be a problem you ignore because you can't find the answers.
Instead, take my 10-minute assessment and book a 1-hour call where I'll show you what steps you need to take next.
What is Plan Your Kaiser Retirement?
From repairing F-16 avionics in the Air Force to guiding Sacramento’s medical professionals through financial transformation, my journey has always been about service, precision, and purpose. With a background in economics and experience as a political pollster, I now coach clients using the Ramsey Baby Steps—helping others achieve financial peace just as my wife and I did. I specialize in supporting those in the healthcare community, including Kaiser, Sutter, and Dignity Health employees, because I know this world well—my wife’s been part of it for over 20 years.