ModernFreedom.co

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I went from 9-5 to building leveraged online businesses and travelling the world for over 10 years.

Helping experts turn knowledge and experience into a thriving online personal brand that allows you to reach and serve your audience and potential clients at scale, work on your own terms and build a personal brand that becomes your most valuable asset.

More impact, more income, and more free time in your calendar.

Follow for actionable insights.

Dave Geoghegan

Let's Plan

Cash flow management for high income earners and business owners wanting to use their best earning years to live the life they want  today and build a future they love.

Financial Planner, Cash Flow Specialist

Starting with Cash Flow Strategies that work, help families and businesses create the financial security and peace of mind they deserve. Using the 6 financial pillars as a framework, I  work with you  to design a plan that is in alignment with your core values and goals.

Do Money Like It Makes Sense Behavioural Cash Flow Management,  Life insurance, Living Benefits

Self Employed

Yes, I am a Singer Songwriter, Vocalist and Independent recording artist, Jazz Influenced Adult Contemporary music.  In case you googled me as insurance advisor, financial planner, cash flow specialist and my music turns up.  Yes, it is me.  Full of surprises.  Love and compassion turns up in work and my songs.

Singer Songwriter

The Co-operators - Truman Insurance Agency Inc

Help families and businesses create financial security with risk protection and wealth management strategies tailored to their individual needs, in alignment with their core values and goals.

Associate Financial Advisor

ATB Financial

Help families and businesses create financial security with risk protection and wealth management strategies tailored to their individual needs.

Insurance Advisor, ATB Wealth

World Financial Group, Calgary (WFG)

Financial Education, Insurance Agent

Calgary Hyundai

Develop and implement sales processes
Integrate interdepartmental activities
Coach and re-enforce sales and customer satisfaction training
Implement CRM system, support and train sales for best practices

Business Development Manager

World Health Calgary

Certified Personal Trainer

Shaftoe Consulting

Acquisitions and disposals of company vehicles
Liason between leasing companies and end-users
Develop safe driver policies

Owner/Operator

Empowering high achieving professionals to accelerate prosperity and a wealth mindset, transforming the emotions in money through values-based habits, beliefs and systems Financial Coach Speaker Group Coach

You’re making 6 figures. Clearly, you’re good with money.

Or that’s how it appears.

The reality is somewhat different. Isn’t it? 

Breathe. I’m not asking you to raise your hand or answer out loud. I’m shining a light on a common situation we rarely talk about. 

Money.

We tend to spend what we make. Or more than we make. 

Why? 

Because we’re emotional about money, just like we are about everything else. 

That’s why your financial freedom hinges on being intentional with money supported by a clear and actionable plan. 

And a trusted partner who goes beyond advising, someone who's a planner, educator, and coach all rolled into one — so your plan doesn’t become just another New Year’s resolution. 

That’s where my expertise on Behavioural Cash Flow management makes the difference.

Your financial wellbeing isn’t just about money. It’s about your attitude toward money. And the behaviours, conscious and unconscious, that you bring to spending, saving, and investing. 

It’s also about designing a process that takes the guesswork out of your cash flow and puts your money to work. So you feel more confident and in control. 

If you’re ready to join the dozens of clients I’ve helped do money like it makes sense, click the Free Up Your Money button at the top of my profile, or send me a DM to schedule a conversation. I'd be honoured.

Still figuring out if I’m your best fit?
Let’s connect here on LinkedIn. You can also visit my Gumroad site, where you’ll find downloadable workbooks and other resources I’ve created to help you start rethinking your relationship to money: https://domoney.gumroad.com.

taplio

The Battle

Dave Geoghegan

Maura Shaftoe, CCS™ , QAFP™

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