Services
Wealth Strategy Consulting:
4-8 week curriculum designed to improve financial literacy and investing acumen, while enabling clients to build wealth and grow their net worth. It consists of a Financial Health Checkup outlined below. Content can also be delivered through a series of one or more small group workshops.
Financial Health Checkup:
-
Completion of a wealth questionnaire and personal financial statement
-
Review and analysis of current investments (401k, IRA, stock/mutual fund/bond portfolio)
-
Creation of a budget to understand what's coming in and what's going out
-
Development of S.M.A.R.T. goals and a strategic plan to accomplish them
-
Access to recommended books, tools, and other resources to support your journey
-
Identification of future needs and touch points
Business Coaching:
As a serial entrepreneur who owns three businesses and completed a 10-year stint in Corporate America as a pharmaceutical marketer, my knowledge is vast as it relates to all things business, marketing, and operations. Bring me a problem or question, and I'll find you an answer. If I don't know the answer, I can surely point you in the right direction.
My Business Coaching Services include:
-
Advice on business formation
-
Marketing and branding
-
Sales and growth strategies
-
Assistance with market and customer analysis
-
Networking and access to resources
-
Recommendations for tools and information
-
Coaching and motivation
Vacation Rental Consulting:
My company, Getaway Society, owns and manages a network of luxury vacation rental homes across Martha's Vineyard, Hilton Head, and the Pocono Mountains. We host and delight more than 1,000 guests annually, from reservations booked through our distribution partners, Vrbo, and Airbnb, as well as direct bookings through our own website and social media channels.
If you want to be a vacation rental owner as part of your wealth building strategy, I can help you with the following:
Real Estate Consulting:
Starting with one single-family rental in my hometown of Dayton, OH, my team now owns and manages a $15M portfolio spanning five states and two countries, consisting of single-family rentals, multi-family, some commercial real estate, and vacation rental homes. If you're new to the game, have experience but looking to expand, or if you simply want another pair of eyes to review a deal, ask me how I can help!
Owning real estate MUST be part of your wealth building strategy. I can help you with the following:
-
Property investment analysis
-
Financing strategies
-
Building a team (realtor, contractors, handyman/woman, interior designer)
-
Renovation plans
-
Operations optimization (lease agreement, tenant screening, software recommendations, best practices)
-
Customer service
Keynote Speaking & Panelist
I'd love to speak to your group on topics related to wealth, investing, real estate, entrepreneurship, business, travel, hospitality, leadership, or pivoting in and out of Corporate America.
Speaking Topics:
-
Outside the Box: How to fully leverage your corporate compensation and skill set for success outside the office
-
40 Acres and a Mule: Building wealth through real estate investing
-
Entrepreneurship: You see the glory, but not the story.
-
Savvy Financial Management: It's not how much you make, it's how much you keep... and invest.
-
Irrational Optimism: Developing the right mindset for extraordinary results.
-
At Your Service: How to succeed in the booming vacation rental business.
Outcomes:
-
The mindset and confidence to achieve extraordinary results
-
A new lens through which to view a "9 to 5"
-
Knowledge and tools to achieve $1M in net worth
-
A legacy to leave for future generations