About Patrick King, CFP®
I’m Patrick King, Founder of Transformative Financial.
I specialize in helping executives build “Walking Away Money” that creates the freedom and security that will allow them to retire – or continue working – on their terms to spend more time with their families.
My proven Financial Transformation Process can position you to double your net worth in eight years and save you between $50,000 and $200,000 in taxes annually.
Whether you want to:
• Retire early,
• Downshift to a less time-consuming and more rewarding career, or
• Set hard boundaries around your personal time within your current career,
Walking Away Money is less about quitting an unsatisfying job than it is about having the leverage to do so – and still know you’ll be financially secure.
Over the years, I’ve helped dozens of CEOs and executives from some of the world’s top companies such as Coca-Cola, Home Depot, UPS, Cisco and many others retire – or continue working – on their terms so they could spend more time with their families and pursue passion projects.
If this sounds interesting to you, let’s schedule a 15-minute call to see if we are potentially a good fit:
- Business Executives
- Equity Recipients (RS/RSU SOP ESPP)
- Established Professionals
- Gen X
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
- Financial Planning & Investment Management
- Annual Fee: $2,500+ / year (Billed Quarterly)