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7101 Wisconsin Ave Suite 1200, Bethesda, MD 20814



The Pathway to Confidence Program™

The Pathway To Confidence Program™ is based on my experience working with clients over the past decade. I have learned that most people do not have an integrated financial plan, and therefore they often lack confidence about their future. I call this The Confidence Gap™. As a result of this gap in confidence, many make financial mistakes that result in lost wealth. They may also experience unnecessary stress and worry, and ultimately may not achieve their financial and personal goals. 

However, if you take the time to create an integrated blueprint, you will be in a better position to protect and grow your wealth, to feel more relaxed and confident about your future, and to achieve your goals. I look forward to coaching you as you move along your unique pathway to greater confidence.

I invite you to join me for a no obligation initial meeting. During this session, together we will accomplish three important things: 

  1. Honestly assess your current financial situation and identify the gaps.  
  2. Create a written vision of your future.  
  3. Review the 3 major gaps in your current plan and identify specific actions you can take now to close them.