"From Within Minutes of Sitting Down"

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"From within minutes of sitting down with you I was taken back about how its not just about money. I can't even believe how well we get along now and how well we are doing. We would never have gotten to where we are without RC's help. We have a common goal and a common focus."

"36 Months…Retired"

"Before I met RC I was on the road to working the rest of my life. Twenty-four months later I'm retired."

"I Was Doing Okay"

"I thought my financial life would somehow 'work out someday' and, because I was doing better than my friends, I thought I was doing okay. Basically, I didn't know what to do...so I did nothing. With RC's coaching, I have recently bought my first investment property and my money is growing faster than I could have hoped for. The best part is I now understand how my money and investments can work for me. Fearless Wealth was the most valuable education I have ever received. Thank you RC!"

"Overcoming My Anxiety"

"I made great progress in overcoming my anxiety surrounding growing money since meeting RC. He showed me how to move through my fears of investing while being accountable and I'm happier because of it."

"Our Lives Have Changed"

"The best financial move we ever made! RC's fearless wealth program along with his understanding of the emotional and human nature component of money really resonated with us. Our lives have changed since his program and we are finally on a path to meeting our personal financial goals."

"Breaking Through Mental Blocks"

"Working with RC has been wonderful. In a non-judgmental but firm manner he works to keep you focused on your financial and life goals. Breaking through mental blocks has been challenging for me, but with his guidance I am finally learning how to plan my financial future instead of just living in the moment. I would highly recommend RC to any and all of my friends!"

Who Fearless Wealth serves…

We offer investment services for the busy professional.

Fearless Wealth clients are successful professionals that are busy and sometimes overwhelmed from being employers, employees, parents, spouses, entrepreneurs and care givers.

My client’s posses the expertise in their field of study which allows them to earn well and be at the top of their field. They are lawyers, doctors, scientists, sales executives, directors, managers and entrepreneurs.

What they all have in common is they are smart, intelligent and earn well but haven’t seen their net worth increase to the amount they want.

The expertise my clients do not posses is the expertise to save, grow and protect their money consistently through all economic cycles, while being on the same page as their partner.


Do these “investment” scenarios sound like you?

You and your partner fight about money. You are in a solid committed relationship but whenever the topic of money comes up the conversation gets ugly and resentment builds. You are asking, “How do we stop fighting and get on the same page about money?”

You can’t possibly work any harder. You have done the right thing according to the big box financial advisors, the over-hyped weekend courses and that financial advisor that you trusted. But your net worth has not increased accordingly.

You are fearful it may be too late. You are asking, “How do make up for lost time?”

You earn well, but… you would like the choice to not have to work so much and spend more time doing what you want to do. You want the freedom and choice to not work, but you cannot figure out how to make that happen. You maybe you are wondering, “Will I ever feel in control of my time?”

You are stuck, and maybe even embarrassed or worse yet ashamed of being where you are relative to your money. You have the training, the expertise and knowledge to make a difference in your field of study but you have no idea where to start with your money.

It feels like you don’t have choices and you’re hiding a little secret. Maybe you are saying to yourself, “I need to get unstuck but I am scared.”

You have a built-in aversion to everything money. You think you can either be a good person or a person with money but not both. You are starting to notice more and more that something needs to be done about your retirement, the kid’s education, your future.

You need financial certainty for you (and your family). You are asking yourself, “Where do I even start?”


Your money is likely to grow if… 

  • You strive for excellence in your field of work and marriage.
    Status quo is not good enough.

  • You realize you cannot know everything but you are willing to
    do the work to implement the advice given.

  • You are open to being coached and learning new ways of thinking
    about wealth and money.

  • You are willing to work and do what it takes to get results.

  • You understand that true wealth is not a get-rich-quick scheme
    but that it’s a system implemented over time.

  • You are willing to work, not just on a technical level, but also on your
    behaviors and beliefs about money.


Now that you understand the type of clients we work with and the issues that we help them resolve you will want to learn more about How We Work.