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Life Planning Workshops

We offer free, one-hour Life Planning Workshops. We show you how to protect and keep more of their hard-earned money. We share logical, simple, and understandable methods that will reduce debt, reduce federal and state taxes, protect assets, and help the attendee become a better saver.

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One-on-One Consultation

Those who have attended our Life Planning Workshops have the option to schedule a complimentary consultation. This is a no-cost, leave your pen and checkbook home, complimentary consultation.

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Life Planning Clinics

We also offer a 4-hour Life Planning Clinic. In this meeting, we help you get an overview of your situation, provide steps toward financial recovery, and show you how to implement the plan.

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Looking for our book?

“A Felon's Guide to Financial Recovery” is available right here.

Latest Blog Posts


Why Do People Fail Financially? Procrastination

The Cost of Procrastination Tip: Don’t put it off. There is a cost to procrastination. “Putting off an easy thing makes it hard. Putting off a hard thing makes it impossible.” — George Claude Lorimer Some of us share a common experience: You’re driving along when a police cruiser pulls up behind you with its
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Why Do People Fail Financially? Inflation Kills

Inflation Kills Financial Planning Do you remember the 5¢ hamburger and a 40¢/hour minimum wage? How about a quarter for a gallon of gasoline? Probably not. I don’t. But I’ve seen a tremendous amount of inflation in my lifetime. If you want something interesting to do, you can go to the government’s inflation calculator and
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Understanding Risk