Endeavor University

Women in Focus

As a female, I know intimately how we like to help others. 

Often, we naturally assume roles as caretakers.

If we didn’t raise children, we find fulfillment caregiving in other ways.

It could be attending to elderly parents, a family member with a serious illness,

a long-term partner, or grandchildren.  

 Caregiving is a noble character trait. 

But it often is accompanied by a loss of identity and financial instability.

 

Lovely, selfless women don’t always recall how to speak up for themselves. 

They may have access to funds,

but don’t ensure their own monetary stability as they care for others.  

 

I’ve also seen many unmarried women at significant financial risk,

for they often sacrifice their best for others,

with little reciprocal support in return.

Perhaps it is an unusual living situation, or a long-time partnership. 

Often, they’ve invested their time in relationships,

and have not prioritized their own financial health. 

They need support and advice as they find their own voice again,

restructuring a future with a solid foundation.

Let's discuss your unique situation 

Introductory Session

$200

Starting Over

This program is one of Financial Recovery. 

It is never to late to start over again.

Maybe you lost your job, your spouse, returned from addiction,

began a new endeavor or moved to a new country.

Maybe you are an amazing survivor of a challenging divorce,

a traumatic bankruptcy, or you are reinventing your entire career.

 

You may have unresolved debts, whether that be taxes,

credit card or a college debt burden. 

You don’t know what to do. 

You are overwhelmed and you don’t know where to begin.  

Let's discuss your unique situation 

Introductory Session

$200

Mid- Journey

This program is perfect for those who have maintained a steady income pace,

but somehow luxury eludes you. 

Vacations are out of reach. 

Your dream business seems too risky. 

You are working hard, paying bills, saving for years. 

So, what is it all for?

 

Maybe it is time to step back and reassess. 

You’ve had your nose to the grindstone;

and you can’t see the forest through the trees anymore. 

Perhaps your plate is too full, while your bank account is too low!

 

 This may be your moment for a complete financial review.

Or you just need some help with a few things. 

Let's discuss your unique situation 

Introductory Session

$200

Arrived

After working with countless clients with various levels of affluence,

there is one hard truth. 

Wealth comes with its own burdens and complications. 

Portfolio management of real estate properties and investments is no easy task.  

 

  Maybe you are retired with investments. 

Perhaps you received a divorce or legal settlement. 

Or you inherited wealth or won prize money, so you’ve arrived. 

But what do you do now?

The true search for fulfillment begins.

 

Shifts in portfolios create unexpected tax consequences,

if they are not carefully coordinated. 

If you move between Investments, Real Estate or a Fine Art Collection,

your full financial snapshot must be considered.

As a CPA, I consider the tax impact of each transaction on your big picture goals.

 

But not only that, I help Owners buy and sell real estate,

high quality art and other luxury collections.

I’ve developed my own exclusive network of experts across numerous fields. 

So, I’ve coordinated many complex, multi-faceted efforts for people. 

 Besides my private network, I also developed my own channel: 

a quarterly digital magazine for this purpose.

 

I help owners buy, sell, rent a residence, investment or commercial property. 

I help people buy and sell fine art, wine, and boats, and automobiles. 

 

So what aspect of your complex world do you need help with? 

Let’s make the move together. 

Let's discuss your unique situation 

Introductory Session

$200