The Whole-Hearted-Way to Build Wealth


Build Wealth with Wealth Coach Fern and your

Online DIY Financial Plan

Reading this page will only take 5 minutes of your time.  If you aren’t ready for a new way  to increase your net worth– move on.  

Are you part of the 99% that is frustrated at the lack of reliable, proven wealth building information that is free of all the sales pitches, lies, and half truths?

 Or maybe you just don’t have enough time to interview a bunch of Financial Advisors, or read a stack of marketing material to help you and your family build wealth.  

I have sold a business for millions,

helped a real estate developer get back to positive cash flows in this  down economy,

and helped many families get an investment portolio that they fully understand.

One that they can manage to meet their goals.

I am a fee-only Financial Advisor with over 26 years experience as a Certified Financial Planner licensee, Registered Investment Advisor, and Enrolled Agent (Enrolled to represent taxpayers in Tax Court).  

But I don’t want you to trust me, or take my advice.  

I have worked with high net worth individuals, as well as middle class people to develop their own personal financial plan. A personal financial plan that fully incorporates

  • Your Personal life goals,
  • Your Individual tax bracket,
  • and your Risk Tolerance.

 You don’t fit into a box labeled conservative, moderate, or aggressive. You and your family are unique and you have goals. You work hard for your money and I can help you make your money work hard for you. I don’t manage money but I can help you make it, save it, and keep more of it. I will mindfully move your money to support your life and your values. 

It is more than possible for you to build wealth between the information on this website, the proven tools and resources, and live coaching sessions.  Taken together, they will get you started to a wealth building strategy.

“Education Secretary Arne Duncan was addressing the Advisory Council on Financial Capability that President Obama convened in January 2010 in response to the perception that far too many people lack the requisite financial planning skills to handle their money wisely and invest responsible for their future. He urged the council to dig deep as it crafts recommendations for improving Americans financial literacy through education and training programs, arguing that personal finance should be integrated early into the curriculum as a core subject. “

We don’t know enough about this vital subject. That is why so many people including our own government officials trusted people like Bernie Madoff.  Rest assured, you don’t have to fear making the wrong financial decision or go into a panic when markets are volatile. You don’t have to simply blind trust anymore. You can empower yourself with information, proven tools and resources and live coaching that is available here.

Go at your own pace. You don’t need to take off of work to see me, or fight the traffic to get to my office. I work virtually with clients from all over the country. All you need to do is make a phone call or skype call.

If you are looking for a hot stock tip, or if you want the highest return on your investments, or you just want someone to tell you what to invest in —look elsewhere.

If you want your money to support the lifestyle you desire (buy home, work part-time, retire early, etc.) or if you have financial goals that you want your money to support, (private school tuition, take 6 months off work, change careers, etc.) then you have come to the right place.

When you come from the view of working to get money to spend-that is poverty consciousness.

When you come from the view of money supporting your lifestyle that is -real wealth.

Let’s partner together to get your finances in order. You don’t have to decide today if you want to work with me, but we all know that money and time are what make wealth happen. The longer you wait, the harder it will be to accumulate. You only have so many years in a lifetime.  We can build wealth together with the wealth building strategies that are based on a proven Financial process developed by the CFP Board of Standards. This is a process  that takes into account who you are and what you want.

Call today for a free consultation with me, Wealth Coach Fern , or sign up for my free newsletter.