Schedule Appointment With Cyndi

Choose Your Appointment Type

Unsure where to start? Click here to schedule a 15 min Discovery Call

45 min Zoom

Financial Check Up

  • Review your budget

  • Identify your assets & liabilities

  • Review retirement accounts

  • Review proper protections

45 min zoom

Informational Zoom

  • Work from Home Opportunity

  • Uncapped Income

  • FT/PT/Flexible Hours

  • Learn how we do it

MEET Your retirement nurse

Hey, I'm Cyndi!

From HEALTHCARE to WEALTHCARE!

My first career was a highly qualified RN with many accolades including my MSN! I loved caring for patients in Critical Care and Emergency Medicine, however, I found a common theme among both my patients and my colleagues...

NO ONE WAS PAYING ATTENTION TO THEIR WEALTH! And if you lacked money or wealth, your health suffered!

So, 6 years ago I transitioned out of traditional Healthcare and started helping people take control of their wealth!

As a Registered Financial Planner through Forbes and The Registered Financial Planner Institute, I now get to help people with stuff like:

Getting Proper Protection in place

Managing and Growing Retirement Accounts

Creating Emergency Funds

Eliminating Debt

And More...

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