The only investing plan that works is…YOU!

For most of our lives we’ve been taught that if we follow the right formula, the right plan or the right person, we’ll be millionaires. ‘Just follow these 6 steps!‘ they say.

After going down this path and following guru after guru for years, we discover that something is amiss. These million dollar plans are not working. We’re not getting the results we’v been promised. Why? Because it’s not a one size fits all. Turns out those guru strategies are a one size fits few. They don’t take into account who YOU are. Your unique skills, capabilities, talents and your relationship with money.

I believe you are unique, your investing style is unique and investing should be something that truly enriches your life.