Get Started
Is Blue Wealth right for you?
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Are you looking to slow down or retire within 10 years?
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Do you have investable assets outside your business?
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Are you concerned about when and how you’ll retire?
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Is your business positioned to sell or transition?
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Do you know how much your BC business is worth?
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Are you open to a collaborative approach to wealth creation and management?
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Are you goal-driven or money-driven?
Thank you for your interest in Blue Wealth .
If you’d like to schedule a free 20-minute consultation with me to talk about any of the above, I’d be delighted to hear from you.
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Blue Wealth is your 10-year plan
to your ideal retirement.
10 Tips to Maximize
Blue-Collar Wealth
Tips on business monetization, financial planning, retirement preparedness, and how to simplify work, money and life.
Blue-Collar Business Owner
Educational Podcast Series
Each month I'll add educational podcasts about making smart decisions in your life and blue -collar business. I reflect on work, money and life.
Tips on business monetization, financial planning, retirement preparedness, and how to simplify work, money and life.