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

Andrea Szilagyi

Co-Founder at ChartPixel 📊 Business Analyst 📈Empowering non-analysts to make sense of their own data.💡 Sharing my AHA moments learning data analysis while building our startup.

Many of us have lots of data to analyze, but we may not have the time, skills and confidence to do so.  When asking data experts for help, you often get complex dashboards that are intimidating and difficult to understand. Moreover, they are busy dealing with big data.

While building ChartPixel with Jack Witkowski, our AI-assisted data analysis tool, I discovered how to truly make sense of data. How combining different data points can give you deeper insights into WHAT and WHY is happening in your data. This helps to make those famous data-driven decisions.

By sharing my journey building our startup and learning data analysis with ChartPixel, my goal is to empower non-analysts to make sense of their own data.

Co-Founder

Unlocking the power of data for non-analysts with ChartPixel 📈 As a Co-Founder and Business Analyst, I'm passionate about making data analysis accessible, easy and fast at all skill levels.

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The Battle

John Montgomery

Andrea Szilagyi

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