Author: bsteve

“As a business owner, I have a lot of moving parts in my financial life. I’ve had advisors before, but most just gave me cookie-cutter answers. Blake’s approach felt completely different. His AI tools broke down my business income fluctuations, tax challenges, insurance exposure, and investment timelines in a way that made everything incredibly clear. He ran multiple long-term scenarios for me: what would happen if I scaled my business, downsized, sold in 10 years, retired early, or took on more employees. It was the most accurate and comprehensive planning I’ve ever experienced. The technology is powerful, but Blake’s ability to explain everything and translate it into real-world decisions is what sets him apart. I trust him fully with my long-term strategy.” -- Jason Sufana, 46, Small Business Owner

“I came to Blake thinking I just needed help budgeting and maybe figuring out how to invest a little smarter. What I got was so much more. Blake walked me through how his AI system analyzes factors like my salary progression as a nurse, my age, lifestyle habits, and even the volatility of my workload to create a personalized roadmap. He helped me see exactly where I was taking on unnecessary risk — things I never would’ve noticed on my own — and then showed me how small changes today could dramatically shift my long-term financial outcome. The clarity I gained was unbelievable. Blake is the perfect blend of human expertise and cutting-edge technology. I genuinely feel secure and confident in my financial future for the first time.” -- Sarah…