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Services

Lifestyle Coaching Service

The Chief Visionary Officer (CVO) is a personalized financial and lifestyle CEO for people who have the drive and know how to generate money but lack the knowledge and discipline to focus on their wealth and lifestyle needs for the long-term. The CVO brings that knowledge and discipline to those who want it. The CVO assesses each person’s individual goals and tailors strategies for that person to achieve their goals using the same principles and strategies the CVO uses to achieve his own financial and lifestyle goals. For more information about this service please contact us.

Business & Investment Advisory Services

The Chief Visionary Officer (CVO) also advises on complex investment opportunities and other operational and financial business issues for businesses and high net-worth individuals. From his experiences of restructuring and selling companies, the CVO leverages his knowledge so that businesses and individuals can make the best decisions on investments and operational & financial business issues. For more information about these services please contact us.