the 'e' FORMula

The POWER of 'e': a process developed for successful professionals that desire (among other things) to attain a work optional life.

  • engage - discover what's important in your life and why?
  • establish - prioritize & identify your individual keys to achieve financial independence
  • execute - design & implement a personalized pathway to achievement
  • ensure - reengage & realign to maintain the life you choose to live

Using the POWERED by 'e' FORMula (including a little 'e'mpathy) we have created a client centric process to monitor completion of goals at anytime:

Find YOUR Risk Number, Work-Optional Number or Savings Target Number and simplify YOUR financial life today!