Work with me
Clarity. Structure. Financial Freedom. Let’s Build It Together.
I offer several ways to work with me—each designed to give you greater clarity, better structure, and next steps you can trust. I work with individuals, couples, business owners, and organizations who want real-world financial guidance that actually fits their life—not just theory.
Whether you’re preparing for retirement, trying to align your finances with your values, or just need a clear next step, I have a path designed for you.
You can work with me in a few flexible ways:
- Start with a free 15-minute discovery call to get a sense of direction.
- When you purchase the Retire Smart Essentials Toolkit™, you also unlock that free call to get some additonal guidance that help you start planning smarter.
- For a deeper, more personalized experience, upgrade to the Retire Smart Essentials Toolkit Pro™, which includes:
- The Freedom Forecast™ Budget Tool
- A 90-minute 1-on-1 Strategy Session
- A personalized Next Steps Brief with clear actions tailored to your goals.
I offer several ways to work with me—each designed to give you greater clarity, better structure, and next steps you can trust.
Other Ways to Access Helpful Information / Services

Aligned for Freedom: Practical Steps to Align your Time, Money and Energy for the Life You Want.
A practical, motivational guide to aligning your time, money, and energy so you can stop drifting and start living with intention.
Key Highlights
- Take Back Control of Time: Learn how to create space for what matters most—without guilt or burnout.
- Align How You Manage Money: Rethink spending, saving, and financial flow in a way that matches your real goals.
- Protect and Direct Your Energy: Prioritize people, projects, and peace so your effort fuels progress—not exhaustion.

Retire Smart Podcast
A practical, motivational guide to aligning your time, money, and energy so you can stop drifting and start living with intention.
Key Highlights
- Real Talk, No Fluff: Short episodes that break down retirement truths without overwhelming jargon or lectures.
- Made for Real Life: Addresses everyday financial struggles and decisions—wherever you are in your retirement journey.
- Tools You Can Use: Every episode points you to a resource, mindset shift, or next step you can act on.

Bring Me In for a Group Session or Speaking Engagement
Whether it’s a corporate workshop, a panel discussion, or a community event, I bring clarity, strategy, and energy to every room.
Key Highlights
- Tailored, Signature Topics: Prepared talks designed to meet the real needs of your group or audience.
- Practical + Empowering Style: Delivers clarity, connection, and action—not just theory or inspiration.
- Audience-Ready for Any Stage: Ideal for corporate, community, church, or wellness events—virtual or in-person.

Access Popular Blog Reads
Tips, myths, and mindset shifts to help you retire smart—written for real life.
Key Highlights
- Bite-Sized Financial Wisdom:Quick reads with real-life money tips you can apply today.
- Topics That Actually Matter: From retirement myths to budgeting mindset—no fluff, just facts and direction.
- Rooted Locally, Relevant Globally: Reflects Caribbean realities while drawing on global trends and financial shifts that impact us all.