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Just answers.
Choose the easiest way to start.
Schedule a short introductory call, book a short second-opinion session, or send me a note about the question you are trying to solve.
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Questions people ask first
What is a fee-based insurance analysis?
A review of insurance you already own or are being offered, paid for by a flat fee rather than a commission. My specialized Insurance Advisor License, distinct from a sales license, allows me to charge a fee for it where permitted. The review can cover life, disability, long-term care and annuity contracts, including products I do not sell.
Will you tell me to keep a policy even if you make no money from that answer?
Yes.
How are you paid?
Insurance brokerage is compensated by commission.
Fee-based insurance analysis by a flat fee, which is based on the amount of work involved. The fee is always agreed upon in advance of any analysis, and put in writing. Preliminary review at no charge.
Coaching and mentoring is done separately through Synergix for a flat fee. Please check out www.synergix.info for more information, or contact me.
I will explain all of these before we begin.
I’m in my late twenties. Is it too early?
No. Learning what to look for early can help you avoid costly financial and insurance mistakes before they happen.
What is the Operating Manual for Your Brain©?
The set of unconscious rules about money formed by your upbringing, your early experiences, and the people who shaped you. Those rules run quietly underneath your financial choices. Decision Clarity work makes them visible so you can decide from what actually matters to you.
Do you only work with people who have money to invest?
No. I also work with people early in their careers who do not yet have a portfolio to review. Good decisions matter at every stage.