Year-End Wealth Reset

Before the year ends, give your money a game plan.
The Year-End Wealth Reset is a live experience designed to help you take control of your finances, grow with confidence, and protect your future even if you’re just starting.

You’ll learn the same foundational wealth strategies I use with high-performing clients simplified for everyday earners who want to build stability, grow intentionally, and start 2026 in position to win.

💰 You’ll Learn How To:

✅ Invest with confidence
✅ Understand what types of accounts and investments build long-term wealth
✅ Protect your future through trust planning (yes, you can start this early!)
✅ Build a 90-day money action plan to start the new year financially strong

🎯 You’ll Walk Away With:

• A clear plan for how to invest strategically and consistently
• A checklist for setting up your first trust or reviewing an existing one
• A simplified 2026 money roadmap designed to help you move with purpose, not pressure