Your Call Is Confirmed — Now Here’s Your Next Step.

Download The Compass and The Coin below.

This Isn’t Just a Book...

It’s a Journey Back to Peace of Mind.

Inside The Compass and The Coin, you’ll discover:

  • The simple 7-part framework to turn your complex financial life into one clear, purpose-driven plan

  • How to eliminate fragmentation (multiple advisors, accounts, and blind spots) and create total clarity

  • Tools to uncover emotional biases so you stop repeating mistakes and start making calm, informed decisions

  • How to redefine success—on your terms—and build a financial life that supports the next chapter of meaning, not just money

  • How to prepare your family for the future: with coordinated estate, tax, and legacy planning that reflects your values

Ready to Take Control of the Next Chapter of Your Life?

What’s the Point of Having Wealth If You Don’t Know Where It’s Taking You?

If you’re like most high-achieving professionals, your financial world is a mix of wins and what-ifs:

✔ You’ve built wealth.
✔ You’ve worked with smart people.
✔ You’ve saved, invested, grown.

But deep down, you’re still asking:


“Do I have enough?”
“Is this really working?”
“What happens next?”

The Compass and The Coin is not a traditional financial book. It’s a behavioral blueprint for purpose-driven planning, told through the emotional story of Mark and Dana—a couple whose wealth didn’t equal clarity… until they discovered this framework.

You'll Discover:

  • Why “How much is enough?” is the wrong first question—and what to ask instead

  • How to simplify your accounts, advisors, and objectives into one unified strategy

  • The “North Star Framework” that connects your wealth to your deeper life purpose

  • How to protect what you’ve built, prepare for the unexpected, and pass on more than just money

  • How to build a future not just for yourself—but for your family, your values, and your legacy

This Book Is For:

  • Professionals, executives, and business owners 50+ who feel financially “successful” but emotionally scattered

  • Couples preparing for retirement and seeking a more confident, purpose-led transition

  • People with multiple accounts, multiple advisors—and no one real plan

  • Anyone tired of sales-driven advice and ready for behavioral-based clarity

There Is No Catch

Just to put your mind at ease, there is no monthly charge that gets added to your order later, or any kind of "forced continuity".


It's not going to happen.


And there's a good reason why…


The Goal Of This Book

The goal of this book is simple: to help you stop drifting and start designing your future with intention.

If you're over 55, approaching retirement, and feel the weight of fragmented planning, multiple advisors, and scattered accounts—you’re not alone. Many high achievers reach this point feeling uncertain, even after years of success.

The Compass and The Coin offers a new path forward. It’s not just a financial framework—it’s a mindset shift. You’ll uncover the emotional biases holding you back, make sense of your current financial landscape, and finally build a plan that supports your life’s next chapter—on your terms.

With clarity, confidence, and purpose—you can move forward knowing you’re doing what’s right for yourself and those who will carry your legacy forward.

And since you've made it this far, I'll assume that you're ready to order, so with that in mind...

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