Bio: I walk a path with business owners on the journey of creating a well organized business & wealth plan, so that we can live a life of fun & fulfillment

Bio: Husband, Father, Stock Junkie and Hockey fanatic

Bio: Newly retired DIY household financial manager with desire to solve the conundrum of the distribution phase.

Bio: Plan - Retire in 5 years, currently have a very low stress and fun job. Wife needs to find something with less stress, more enjoyable. 8 years younger

Bio: Self directed investor looking forward to an early retirement

Bio: A couple of years out - spreadsheet guy!!

Bio: 💰Your financial wellness partner.