Welcome. If you are here it is because you heard Adam Smith and me talking on the Ideas with Adam Smith Podcast. I hope you had as much fun listening to us as much as I did talking to Adam. He is a wonderful host who is passionate about introducing you to the people and ideas that can improve your life.
I’m passionate about helping you maximize your family’s wealth with you as its chief financial officer (CFO)
I have no doubt that something resonated with you and brought you here, welcome!
Whatever the reason, I’m glad you are here. As your Family’s CFO you need to learn and take action.
You can find the resources I mentioned on the interview here. Make sure to look around the site, use the online calculators, and see the newest resources to help you and your family.