VIP Private Mentoring
I work one-on-one with a small number of clients each quarter who are serious about achieving financial independence, regardless of where they're starting from.
Why Private VIP Mentoring Works
Most people spend years—even decades—spinning their wheels financially. They read books, listen to podcasts, download apps, but never actually make meaningful progress toward financial independence.
Why? Because knowledge without implementation changes nothing.
I achieved financial independence at 57, but here's what most people don't know: I've been doing 1-on-1 financial mentoring for over 10 years. I've guided dozens of people from where you are now to where they want to be. This isn't new for me - Private VIP mentoring is simply formalizing what I've been doing successfully for a decade.
My Unique Approach: Engineering + Project Management + Accountability
When you're deep in your financial situation, you're at the tree level - overwhelmed by every branch, every leaf, every problem demanding attention. You can't see which issues actually matter and which are just noise.
Phase 1: Engineering Diagnosis (Forest Level)
My engineering background means I approach your situation analytically with fresh eyes. Within our first session, I can most likely identify the 2-3 critical root causes that are actually holding you back - not the 47 things you think you need to fix.
This comes from 10 years of pattern recognition across hundreds of financial situations. Get 80% of your results from 20% of the effort by focusing on high-leverage moves.
Phase 2: Project Management Execution (Plan to Goals)
Once we identify those 2-3 critical issues, my project management skills kick in. We create a very specific, actionable plan to address each root cause. Not vague advice like "save more" or "invest better" - but concrete steps: what you'll do, when you'll do it, what success looks like.
Phase 3: Accountability Follow-Through (Tactical Execution)
Then comes the part that separates mentoring from reading another book: accountability. Regular check-ins (customized to your preferences) ensure you're actually completing the tasks and moving forward. This is where implementation happens.
This pyramid guides every client engagement. We start at the top with engineering diagnosis to identify your critical issues and align them with your long-term goals. Then we build the specific plan in the middle. Finally, we execute at the base with tactical, shorter-term actions - all customized to your unique situation.
What This Actually Means for You:
First session: Engineering diagnosis - identify your 2-3 critical bottlenecks
First month: Project management planning - create specific action plans for those issues, plus accountability to start executing
First 90 days: Most clients make substantially more progress than they made in the previous several years
This isn't theory. It's what I've done with people just like you for the past 10 years.
Who This Is For:
Private VIP mentoring is for late starters who need:
Complex situation guidance - Divorce, inheritance, business sale, career transition
Private, confidential support - Discuss sensitive financial matters in complete privacy
Personalized strategy - Deep-dive problem solving for YOUR specific challenges, not generic advice
Direct access to Tim - Intensive support from someone who's been where you are
Accountability and follow-through - Regular check-ins to keep you on track (customized to your preferences)
Help overcoming emotional barriers - Shame, fear, and paralysis around money
My Track Record
I didn't just read about achieving financial independence - I lived it. And I didn't just achieve it for myself - I've spent the past 10 years helping others do the same through 1-on-1 mentoring.
What makes my mentoring different:
Forest-level perspective first: Fresh eyes identify the 2-3 root causes, then we tackle those at the tree level
10 years of 1-on-1 experience: This isn't my first client - I've successfully guided dozens of late starters
Been there, done that: I've made every financial mistake possible and learned from all of them
What You'll Get:
One-on-one virtual sessions tailored to your situation (typically 30-60 min weekly)
Personalized financial analysis using the Red-to-Green Framework
Custom action plans between sessions addressing YOUR unique challenges
Accountability check-ins between sessions (frequency and format tailored to you)
Direct email access for questions between calls
Complete confidentiality
The Real Value: What This Actually Means for Your Life
Consider what you're losing by continuing to spin your wheels:
Every year you delay costs you potential investment growth and compound returns
Financial stress affects your health, relationships, and quality of life today
Costly mistakes (wrong investments, poor career moves, tax inefficiency) can set you back years
The shame and overwhelm keep you stuck in patterns that don't serve you
Now consider what changes when you finally have clarity and accountability:
You stop second-guessing every financial decision
You build momentum instead of starting and stopping repeatedly
You avoid mistakes that cost multiples of your investment in mentoring
You reclaim the mental and emotional energy you've been wasting on financial anxiety
You actually make progress toward the life you want instead of just reading about it
Most clients find that within the first month, they've identified opportunities, avoided mistakes, or created savings worth multiples of their investment.
Examples of What We Could Work On:
Every engagement is completely customized to your specific situation. Here are examples of what clients have worked on:
Creating your customized Red-to-Green roadmap
Navigating a divorce or major life transition
Optimizing career moves for maximum financial impact
Complex debt situations requiring personalized strategy
Investment decisions and portfolio review
Preparing for major financial decisions (home purchase, job change, retirement)
Building accountability systems that actually work for YOU
Overcoming the emotional and psychological barriers keeping you stuck
Your situation is unique. We'll focus on what matters most for YOUR path to financial independence.
Investment & Commitment
Private VIP mentoring is a significant commitment - both in time and financial resources. This is premium, personalized service designed for serious late starters ready to invest in transforming their financial future.
VIP mentoring requires commitment - both financial investment and dedicated time for implementation between sessions. Investment details are discussed during your complimentary clarity call.
Complimentary Clarity Call
I'm offering free 30-minute clarity calls to explore whether Private VIP mentoring is right for you. We'll discuss:
Where you are now and where you want to be
Your biggest challenges and what's keeping you stuck
Whether personalized mentoring is the right next step
Investment details and how the program works
I only work with 3-4 clients at a time to ensure you get my full attention. Limited availability for Q1 2026.
Request Your Free Clarity Call Below
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