Aspiring to or navigating the hospital C-Suite? Transitioning to retirement? Maximize your wealth and embrace abundance.

If you’re a high-capacity man who’s done everything “right” and still feels that quiet ache for more alignment, you’re not imagining it.

Some friends and I used to call it Restless Soul Syndrome.  When life looks good, but something deeper keeps tugging at you.

Most financial planning doesn’t touch that.
It optimizes accounts, runs projections, and treats you like a spreadsheet.
It rarely asks who you’re becoming or how your wealth can support a life of presence, calling, and meaning.

My view is simple: wealth is a tool for becoming.
When your financial structure reflects your true priorities, you get both clarity and permission to act instead of drifting through the next decade.

In my work, men clarify what matters most and build a plan around it.
They leave with financial clarity and the confidence to move toward major life transitions with calm intention.

Here’s how I help:

Gather truth — your current reality, your resources, and the life you actually want to live.

Map priorities — turn future priorities (kids’ college, travel seasons, home plans, time away) into today’s dollar decisions.

Build the plan — a simple financial structure and portfolio that fund the identity you’re stepping into.

If you’re grateful but not fulfilled and ready to live more fully as who you are send me a message with the word “Identity.”

We can explore, without pressure, whether this kind of intentional stewardship is right for you.

All it takes is a first step.

John Montgomery

Cengage Group

Head of Partnerships, Corporate Markets

VP, Corporate Strategy & Business Development

CampusEd®

CampusEd® gives learners a platform to plan their education experience, build a professional network, apply to jobs and earn in-demand credentials important to employers.  With over 3,000 microlearning titles, digital badges and other nationally- / industry-recognized credentials, CampusEd® bridges the gap between what students know and the skills they need on the job.

Co-Founder / Corporate Development

CleanEdison

Director, Government Affairs

U.S. Senate Majority Leader Harry Reid

Democratic Policy Committee Law Clerk

Nixon Peabody LLP

Completed summer associate term with a full-time offer to join the firm in September 2009.

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