Nice to Meet You.
Whether you're a business owner, growing your family, or preparing for the unexpected. Together, we'll create a clear and actionable strategy to make your money work for you, removing uncertainty and empowering you financially.
I’m just like you… At first, everyone sounded like a sales person and I didn’t believe in any of this.
I changed my perspective many years ago when I was hit by a car and unable to work. This was very stressful, I had two children and was struggling to pay my bills.
At this time, I happened to work as an admin in the insurance industry. When I got back to work, I observed many rich people firsthand. I asked a lot of questions, read a lot of books, and figured out that with the right knowledge they were able to protect their income and build wealth, for themselves, and their families.
That’s when it clicked! I realized wealth creation wasn’t just for the rich; it was for anyone who knew how to leverage it.
Fast forward to today (15 years later), I’ve learned all that I can about how the insurance industry and how to treat it as an investment rather than a death benefit.
I’ve personally been able to leverage these benefits after I’ve experienced unexpected health challenges as well. Dawnn’s Story: A Life Changing Event, That Could Have Bankrupted Me
I’m here to tell you that it’s important to start somewhere.
Success starts with the right strategies, and those aren’t just for the wealthy—they’re for YOU.
Schedule your free 20-minute "Make Your Money Work" consultation and let's start building your financial confidence together. This isn’t a sales call, it’s about meeting you where you are and creating a plan from there.
- What a beautiful calling for Dawnn ... to be such a great teacher in a way that her teaching can help so many, many families while putting business owners' minds at rest, allowing them to be at peace with the "future financials" so they can concentrate more on getting their business' financials to a whole new level by having TONS more FUN.L.J.
- Dawnn and her support team went above and beyond in helping me set up insurance and financial plans for everything from chronic illness to retirement. She's honest, knowledgeable, and detail-oriented. She made it easy for me to understand my options and make the right decisions. I’ll definitely continue working with her.T.W.
- We initially connected with Dawnn while exploring life insurance options, and her kind, patient, and warm approach immediately stood out. Dawnn and her team have since guided us through life insurance, estate planning, investments, and retirement planning.
Dawnn takes the time to truly understand her clients. Her uplifting energy and genuine care inspired us to set both short- and long-term financial goals. She asks thoughtful, meaningful questions that encourage reflection and clarity, and she’s always focused on aligning strategies with our values, goals, and budget.
She’s gone above and beyond to accommodate our schedule, meeting with us at times that work best for our family. Thanks to her, we’re on a path toward a more secure financial future—not just for ourselves, but for our children as well.D.F.