Be The Person You Want To Be. Find Your Why. Drive Your Impact I'm an author, speaker educator and Creator of The Life and Legacy Process™ and The Collaborative Advisor Process™. As a Private Wealth Consultant, my days are devoted to helping transitional multi-millionaires create a Big Impact for themselves, their families and their communities; the causes they care deeply about. The multi-millionaires who work with me want a process to eliminate the worry, fear and confusion that rear their ugly heads during times of life transition. My process is fun and easy. It’s about people, passion and purpose. You’ll be energized to achieve your Big Impact without all the draining and dizzying boredom of traditional financial planning.