If what you thought to be true about money - turned out NOT to be true...

How soon would you want to know?
How about now?

Stop giving your money away!

I can help you find the money that you are currently transferring away from yourself unknowingly and unnecessarily.  We can then use this money to start implementing strategies or enhance strategies you are already using to create multi-generational wealth.

Where should I be putting my money?

  • Should I pay my house or other debts off faster?
  • Should I be hammering more money into my retirement accounts or putting it somewhere else?
  • Where is the smartest place to put my money?
  • Should I lease or should I buy my next car?
  • How should I pay for large purchases?
  • How should I pay for my children’s education?
  • Can I calculate exactly how much I will have for retirement after taxes are accounted for?
  • Will my family be taken care of in case something were to happen to me?

Any of those questions ring a bell?

You're not alone!  Thousands of people across the country are asking similar questions every single day.   

Here's what happened to me...

I just wanted to know what to do with our
extra money!

My beautiful wife Eileen and I had finally started accumulating some money in our savings account. This extra money actually created another ‘problem’ that needed to be solved: What is the smartest use of this extra money?

I was starting to see a trend that as soon as I researched subjects of ‘finances and financial strategies’, a whole avalanche of information presented itself.  My issues with this research are 1) trying to separate opinions from the facts and 2) trying to identify truth from the lies.

True financial wisdom is NOT taught by design!

I went to college and took business courses and financial courses and economic courses - and you know what… I’ll quote one of my most favorite mentors, R. Nelson Nash, he always used to say: “Lies, lies, lies.” From Nelson I learned that even what was being taught in school about finances was not all truth!

It is not your fault if you are struggling with trying to learn what the best way to handle your finances is, it is designed that way. There is obviously a master reason for keeping us all in debt.

Most of you are probably advising me to “Invest” our extra money. I did what “everybody” says to do and ‘invested’ it… with a “professional”. What happened?... I lost pretty much all of it!

At least I learned a very valuable lesson… before I ever give and trust anyone else with my money, I’ll do something myself with it. As far as ‘investing’… nope, not happening!

Introducing a new way to handle
our finances...

It involves using common sense, not putting our money at risk or being taxed!

I became involved in an alliance that was formed to promote learning how to become a family banker (using your money to grow your wealth). A few months after joining, it was strongly suggested that I attend a four-day seminar in Salt Lake City, that the alliance was sponsoring.

The purpose of this seminar was to meet R. Nelson Nash, author of The Infinite Banking Concept, Becoming Your Own Banker, and for him to present his financial strategies from his book and then study his real world cases.

Paul, one of the organizers, knew that not only would this answer my question of what to do with extra monthly money, but he knew that I would absolutely love it because it made perfect sense, common sense. 

Mentor's advice resonated with me!

“Just get out here” he instructed, “how much is it going to cost?” I asked. “The cost is agreeing to pay it forward by sharing this information with as many people as possible”, he answered, and I was all in!

While I really wanted Eileen to attend with me, she was working out of state at the time and respectfully declined.  After telling our son Rory that Mom wasn’t going with me, he asked if he could go, which totally surprised and absolutely excited me.

I love spending time with Rory...

Spending time with Rory, riding the chairlift together, is great one-on-one time when we bare our souls and talk about whatever we want to each other. Being on that seminar trip with him was just another one of those amazing memorable times.

When Nelson spoke, he had an amazing way to capture your attention. I did struggle trying to catch onto some of his principles.

I felt embarrassed when Rory looked up at me during day two and asked, “You get all of this, right?” Obviously he did.

Things didn't click for me until the 4th day...  

That day we were diving into the case studies. People and businesses that had significantly improved their financial situations, simply by using Nelson’s strategies, were sharing their success stories and lessons with us.

This real-life stuff was the most awesome part of the seminar and I wasn’t a bit shy about jumping on the questioning boat. I wanted to learn and understand everything about this phenomenal concept so that I could start using it in my own life and pay it forward as I promised Paul and Nelson.

This was where the start of my understanding of exactly what to do with extra monthly money began.

Maybe you don't have 'extra' money every month. Or maybe you do... but don't know what to do next. Take the quiz to help me help you with the next steps.

Identify your financial position and get your action plan!

What are you waiting for? Take the Quiz now to discover where you are and your next steps.