The summit is in sight!

We just sent you an email to make sure you’re a human and not a, well, inhuman. That email starts with the subject line: Backpack is loaded… If you don’t receive it in the next half hour, then it must have fallen in a crevasse. In that case, please send me an email at and we’ll make sure you get added.

And while you’re here, you might enjoy this popular podcast with Doug Lennick. Check it out HERE.


I’m thinking I may need a business coach.

You’re in the right place. Steve is one of the best and most experienced in the industry.

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I Want To Learn More About Becoming A Life-Centered Planner.

Great. Steve and his business partner Mitch Anthony can teach you how to put your client’s life at the center of the conversation, not their money.

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I Want To Help My Clients Better Prepare For An Amazing Retirement.

Big opportunity here. Steve and Mitch Anthony created a Retirement Coaching Program to help you add real life value beyond “Do I have enough money to retire.”

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