Huge opportunities now

We are living in unprecented times of massive historic changes that are unfolding and are likely to continue to unfold at a very intense level for the next 50 years or longer. These changes include but are in no way limited to volatile financial and weather events. We will also probably experience unprecedented changes at every level of society that will create huge opportunities for those who are fully prepared and engaged in creating goods and services  that are for the highest and best good of all. Are you ready?

My mission is to help you gain clarity about choices for your major financial challenges.  I do this through a dialog with you, whether you are an individual, a business owner, a professional or non profit organization director.  Too often, we get focused on details, and then only later realize that we have not asked the right questions, may not feel fulfilled and are not living abundantly or in balance with the rest of our life.  Thus as the saying goes, “Don’t lose the forest for the trees.”  You may get so focused on the trees, only to find out later you were in the wrong forest!  Thus my service is intended to supplement the important work done by traditional Certified Financial Planners (CFP’s), CPA’s, attorneys, insurance agents and investment advisors.  All personal information that you share with me is 100% confidential. In the event you wish for me to work along with one of your advisors, I will do so with your written permission, although the need to do this does not frequently arise.

See the About Me tab for more info on my diverse training, education and experience.

You direct what you wish to talk about in our session. Areas of discussion may include but are not limited to;

  • Ways to increase your income, while doing work that is fulfilling to you

  • Learning overall strategies to slash expenses and simplify

  • Learning to live in balance, with adequate time for rest, play, family, friends and community

  • Deciding when to stop working or cut back hours

  • Easy strategies to create positive changes

  • Planning for personal or large scale catastrophe (economic collapse or huge earth changes)

  • Identifying your personal “money style,” as categorized in my book The Zen of Personal Finance, and learning how to harmonize it with your spouse or partner

  • Identifying and eliminating any limiting beliefs which hold you back that you may have around money issues, or even toward authority figures

  • Uncovering any past traumas you may have experienced around money issues. These may come from your parents, religious belief, or other life experiences.

  • Learning to set priorities daily and following through to completion

  • Stop sabotaging your dreams and visions

  • Leaving a legacy

  • If you are a business owner;

(a) Greatly limiting exposing your personal assets to loss if you are a business owner, including avoiding personally signing or cosigning for loans of your own or family members

(b) Deciding whether to and when to start up, expand, diversify, merge, or sell an existing business.

My fee is $175/hr., or $45 per quarter hr., with a sliding scale for those with gross incomes below $100,000;  if you have questions about my service, or wish to schedule time to talk, contact Donald Simon in Marietta, Ga. here.  FIRST 15 MINUTES ARE FREE. I don’t accept everyone as a client, so don’t be surprised if I tell you that what you need is not a likely match for the service I provide; in that case I will likely get you pointed in the right direction.

tafbutton blue16 Huge opportunities now