The eFormula

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 eFormula (including a little 'e'mpathy) we have created a client-centric process to monitor completion of goals at any time:

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