CFP®, APMA®, CRPC®
Creator of the Expansive CEO Method
○ 17 years of financial planning experience (CFP® APMA® CRPC®)
○ Managed over $80 Million in financial assets and written 2,000+ financial plans
○ On a mission to help 1 Billion people feel at peace with their finances
Empower 1 Billion People to Live Prosperous and Impactful Lives
By Helping Them Save Wisely, Spend Joyfully and Support Generously
When individual prosperity is combined with radical self-love, it creates the conditions for
All humans to have access to the resources that will allow them to realize their full potential in life
What Makes an Expansive CEO?
Having Expansive CEO DNA means you live prosperously and create a powerful impact
E - Expansive: you grow your impact and income
X - X-Factor: you create unique value
P - Productive: you maximize your time and resources
A - Alignment: your mission is your compass
N - Network: you build genuine connections
S - Simplicity: you find simple solutions
I - Inspired: you lead with passion
V - Visionary: you see the big picture
E - Empowered: you take charge of your life and business
Let's Make Sure Our Values Align
Are we aligning our prosperity with our hearts through our actions?
Are we having the impact on our community that we desire?
Are we treating everyone we meet with respect, honoring the divinity in each of us?
Are we giving generously of our time and resources from a place of abundance within ourselves?
Are we intentionally creating joyful experiences in our work and lives?
5% of top-line revenue goes to “Women Helping Women of Southwest Ohio” Our current partner charity is Women Helping Women of Southwest Ohio. WHW of SWO helps survivors find hope, healing, and empowerment through confidential support services.
They inspire the community to speak out against gender-based violence, and speak up for equal and healthy relationships. They educate and advocate so that generations after us can grow into change agents to prevent gender-based violence before it ever starts.