Hire me to help you and your clients

 

As a veteran financial professional with over 30 years' experience in advising families in all stages of life, I now serve as an educator, speaker, and coach to families dealing with the financial and personal challenges of advanced age transitions. Whether you are an older adult needing your own advanced age transition plan, or the adult child of aging parents concerned with your role as financial caregiver, I am here to help guide you and your family through these challenges in such a way that both wealth and honor are preserved. 

If you'd like to hire me for a speaking event, workshop, or to conduct a family retreat, click one of these service icons below.  Also, be sure to check out the Wealth and Honor Academy for premium  content available only to Academy members.

Speaking

Workshops

Family Retreats

 
 
Services Not Provided

As important as knowing what services a company does provide, is understanding the services that it does not. Wealth and Honor, LLC provides general financial education, online content, and guidance to families navigating the personal and financial challenges of age transitions, however Wealth and Honor, LLC does not:

  • Accept clients under any form of advisory agreement
  • Provide financial planning, investment, retirement, tax, or legal advice
  • Manage investment assets or retirement funds
  • Provide investment brokerage services
  • Sell insurance or annuities
  • Provide senior housing placement
  • Solicit any of the services above for any professional providing these services.

Wealth and Honor, LLC is committed to working with the professional community to insure that families receive the professional counsel they need.