Removing the (financial) barriers to your creative spirit
What's stopping your true expression?
It might be stress, worries, or inhibitions. With Atelier, we'll get to the bottom of it...
exploring who you are outside of Excel.
Designed as a deeply personal exploration, we’ll meet for two full day retreats, one month apart.
A specially chosen, comfortable and private space near you (or online if you prefer).
Together we will discover your perspectives and preferences and get a clear picture of the state of your resources. I will guide you to insights about yourself, where you want to go, and how to get there.
At the conclusion, you will have a vision of what a rich life means to you and a comprehensive, uniquely pesonalized financial plan to back it up.
We'll keep a close eye (or two) on your plan to make sure things are on track. If anything gets out of whack, we'll let you know! That's Maintenance Mode.
Some of our faaaaavorite topics:
How can I make my money work for me now and in the future?
How can I stabilize my cash flow so I can enjoy life now while still taking care of future me?
How can I build a foundation for financial independence?
How can I reduce taxes to have the freedom to use these funds as I like?
How can I communicate my wishes and provide peace of mind to my loved ones if I become incapacitated or pass away?
How can I protect myself and my close ones from the unexpected?