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

Lambert Advisors LLC

Marketing Associate

LinkedIn

Linkedin Personal Branding Strategist 

Content Strategist

Medium

Content Writer

Turning Founders & Coaches into Thought Leaders = Boosting their Personal Brands on LinkedIn & Instagram Organically

Are you struggling to maximize your presence on LinkedIn as a coach or founder? 
Unsure how to leverage this powerful platform to propel your business forward?

You're not alone. Many talented coaches and founders find themselves lost in the vast sea of LinkedIn, unsure of how to stand out amidst the competition. 
You know you have the skills and the drive to make an impact, but unlocking the full potential of LinkedIn seems like an elusive task.

That's where I come in. As a LinkedIn strategist, I specialize in transforming profiles into powerful personal brands and business magnets. With a keen eye for optimization and a knack for strategic storytelling, I'll help you cut through the clutter and position yourself as a thought leader in your industry.

With years of experience in sales & marketing, I've honed my expertise in deciphering the LinkedIn algorithm and crafting compelling narratives that captivate audiences. Whether you're a coach looking to attract high-value clients or a founder seeking to engage investors and partners, I'll tailor a customized strategy that aligns with your unique goals and vision.

I help coaches & founders grow their socials by:

- Crafting your social media posts on your behalf
- Guiding you with a tailored content strategy
- Deliver quantifiable & actionable results 
- Actively engaging with your posts

Ready to unlock the full potential of LinkedIn and take your business to new heights? 

Let's connect! 

Reach out today for a personalized consultation and let's embark on a journey to success together.

Book a 1:1 consultation (Link in Bio) or drop me an email sangeetha4writing@gmail.com

Sangeetha K

taplio

The Battle

John Montgomery

Sangeetha K

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?