Six-Figure Success Shouldn't Mean Wealth Struggles | CPA-Led Financial Coaching

You're Making Six Figures...
So Why Aren't You Building Real Wealth?

Stop Working Hard Just to Break Even. Transform Your Income Into Lasting Assets and Financial Freedom.

Secure Your Coaching Slot Today

Does This Sound Familiar?

Your Income is Solid, But Your Wealth Isn't Growing

You're earning good money—maybe even great money—but at the end of each year, you look at your net worth and wonder where it all went. The bank account looks good temporarily, but nothing's really building.

You're a Business Owner Buried in the Day-to-Day

Your business is making revenue, but you're not sure if it's actually profitable. You're working 60-hour weeks, and you can't tell if you're building equity or just buying yourself a stressful job.

You Know You Should Be Investing, But You're Paralyzed

Real estate? Index funds? Business assets? Everyone has advice, but no one's helping you create a cohesive wealth-building strategy that fits YOUR situation and YOUR goals.

You Need Someone Who Actually Understands Business AND Wealth

Generic financial advisors don't get entrepreneurs. Business coaches don't understand personal wealth strategy. You need someone who's been in the trenches on both sides.

There's a Better Way Forward

Imagine having a seasoned CPA and former business owner in your corner—someone who's managed millions, built profitable companies, and knows exactly how to turn your six-figure income into genuine, growing wealth.

Crystal Clear Profitability

Finally understand exactly where your money is going and where it's working for you. No more guessing if your business is truly profitable or if you're just moving money around.

Strategic Asset Acquisition

Learn how to identify and acquire income-producing assets that build wealth while you sleep. Real estate, investments, business equity—done right.

Bulletproof Cash Management

Master the systems that keep cash flowing smoothly through your business and personal life, so you're never scrambling and always ready for opportunities.

Tax-Optimized Wealth Building

Structure your finances to minimize tax drag and maximize wealth accumulation. Legal strategies that most people never discover.

Real-World Experience

Get guidance from someone who's actually done it—not just studied it in a textbook. Real business ownership, real financial management, real results.

Personalized Action Plans

No cookie-cutter advice. Every strategy is tailored to your specific situation, goals, and timeline. This is your roadmap, not someone else's.

Why Work With Me?

Licensed CPA with Real-World Battle Scars

I'm not just someone who passed a test. I've been in the trenches managing internal auditors, serving as Finance Director, and advising businesses on the financial decisions that make or break them.

Former Business Owner Who Built and Operated a Profitable Company

I owned and ran an electrical contracting business. I know the sleepless nights, the cash flow struggles, the hard decisions. I've sat in your chair—and I successfully navigated my way to profitability.

Experienced Business Consultant Who's Seen It All

As a salaried consultant, I've helped countless businesses optimize their finances, improve profitability, and build sustainable wealth. I've seen what works and what doesn't across industries.

College Professor Who Can Actually Teach Complex Concepts

I've taught accounting and business courses at the college level. I don't just know this stuff—I know how to break it down so you can understand it, apply it, and get results.

What You Get in Your Coaching Package

Personalized One-on-One Coaching

This isn't a group program where you're one voice in a crowd. This is dedicated, focused attention on YOUR finances, YOUR business, and YOUR wealth-building strategy.

  • Comprehensive Financial Analysis: Deep dive into your current financial position—business and personal—to identify exactly where you are and where the opportunities lie.
  • Custom Profitability Roadmap: For business owners, we'll create a clear plan to maximize profitability, improve cash flow, and build real equity in your business.
  • Personalized Wealth-Building Strategy: Step-by-step guidance on asset acquisition, investment strategy, and cash management tailored to your goals and risk tolerance.
  • Tax Optimization Planning: Leverage my CPA expertise to structure your finances for maximum tax efficiency and wealth accumulation.
  • Implementation Support: We don't just talk about what to do—we create action plans and I hold you accountable to execute them.
  • Ongoing Access: Between sessions, you'll have support to answer questions and keep you on track as you implement your strategies.

Your Investment in Financial Mastery

The Best Investment You'll Ever Make

When you invest in developing your financial skills and wealth-building strategies, you're not just spending money—you're creating an asset that generates returns for the rest of your life. Every dollar you invest in yourself compounds through better decisions, increased profitability, and accelerated wealth accumulation. Expect returns that far exceed your investment.

3-Month Transformation Package

$3,750

Get personalized one-on-one consultation sessions scheduled at your convenience over three months. Together, we'll develop and implement customized action plans to solve your most pressing financial challenges:

  • âś“ Transform Low Profit Margins into healthy, sustainable profitability
  • âś“ Reverse Low Sales with strategic pricing, positioning, and revenue optimization
  • âś“ Fix Poor Cash Flow with proven systems that keep money moving in your favor

Schedule sessions as needed throughout the 3 months to match your business rhythm and implementation timeline.

Secure Your Coaching Slot Today

Unlock Executive Growth - Risk Free

Is This Coaching Right For You?

Perfect for Business Owners Who...

  • Are generating revenue but unclear on true profitability
  • Want to stop feeling like they're working FOR their business instead of owning it
  • Need to get their business finances organized and optimized
  • Are ready to build real wealth through their business and beyond
  • Want guidance from someone who's actually built and run a profitable company

Perfect for Professionals Who...

  • Earn six figures but feel like wealth isn't accumulating
  • Want to invest intelligently but don't know where to start
  • Need a comprehensive wealth-building strategy that goes beyond just "save more"
  • Want to optimize taxes and cash management
  • Are committed to taking action and building lasting financial security

My Commitment to You

I'm committed to providing you with actionable strategies and expert guidance that will transform how you build wealth. This isn't about theory—it's about real-world results. If you show up, do the work, and implement the strategies, you will see measurable progress in your financial position.

Ready to Turn Your Income Into Real Wealth?

The most profitable investment you'll ever make is in yourself. When you develop your financial skills and wealth-building strategies, you create an asset that compounds returns for life.

Ready to accelerate your leadership and achieve peak performance?

Start risk-free: Secure Your 3-month coaching block

Your investment is protected. If you are not satisfied after the first week of coaching, we will issue a full $3,750 refund.