We’ve never met a person who has changed everything all at once. We’ve also met few people who have seriously considered the quality of life they truly desire. Vague notes do not cut it when discussing your life. Expect questions and comments created to facilitate your own discovery of what really matters to you. We’ll listen!

We value collaboration as a key to foster changes in your current lifestyle meant to positively influence future results. We want to know what you want for your life.

Think about that sentence!!We believe: First, your desired life should; Second, dictate the coordination of your financial life! Period. Failure follows when these reverse.

We will complete all research in our effort to uncover all options. We will cut through the clutter and confusion of too much information and provide direct guidance to the best course of action for you. You will always maintain veto rights but will not have to suffer making decisions foreign to your base of knowledge. [Frankly, if your mind forces you to gather all details and research all options for yourself, you really don’t need us.]

For business owners and executives, we will visit you on-site. We will observe, review, interview and evaluate until we have an action plan for success. We will deliver guidance designed to produce your desired quality of life. We will implement with your cooperation. You will enjoy the results of our effort on your behalf.

We can help you! Contact elizabeth.simeone.ea@gmail.com