Real Conversations About Money — Without the Noise
Independent consultant specializing in long-term wealth building, Bitcoin strategy, and retirement planning.
Most financial conversations land in one of two places: generic advice that doesn’t fit your situation, or a consultation that’s really just a pitch in disguise. I built Modern Wealth Model to change that — and the same philosophy drives how I work with people directly.
I’m not here to tell you what to do with your money. I’m here to help you think through it clearly, look at the numbers honestly, and make decisions you actually understand.
About Colin
I’ve spent years in business and finance — MBA included — working across operations management, supply chain strategy, and private investment analysis. My professional background includes advisory work with institutional research platforms like GLG, where I provide expert consultations on supply chain operations, logistics optimization, and market dynamics to investment firms and corporate strategy teams.
As a private investor, I’ve built tools and frameworks to model long-term financial scenarios — particularly around Bitcoin as a portfolio asset and retirement planning grounded in Austrian economics principles. That work became Modern Wealth Model, a free resource for people who want transparent, assumption-driven planning without the sales pressure.
My dual perspective as both a supply chain operations advisor and a private investor gives me a unique lens on macroeconomic trends, asset allocation, and the real-world dynamics that affect long-term wealth building. I work directly with individuals and small teams who want a second opinion, a thinking partner, or someone to help cut through the complexity. I don’t manage portfolios or make price predictions — I help you build a clearer picture of where you stand, what your options look like, and what a realistic path forward might be.
What I Can Help With
Personal Financial Planning
A grounded review of your financial picture and a practical roadmap forward — no jargon, no pressure, no upsell.
Bitcoin Strategy & Allocation
Thoughtful, scenario-based analysis of Bitcoin as part of a long-term wealth strategy, grounded in your risk tolerance and timeline.
Retirement & FIRE Planning
Modeling your path to financial independence with realistic assumptions, honest tradeoffs, and numbers that actually hold up.
Portfolio Review & Scenario Analysis
Custom modeling to stress-test your assumptions and explore what different futures might look like across various conditions.
Operations & Supply Chain Consulting
Expert advisory on supply chain strategy, logistics optimization, procurement, and operational efficiency — backed by years of hands-on industry experience and institutional consulting work.
Financial Clarity Sessions
One-on-one conversations for anyone who wants to think through their options with someone who’s done the work and will give it to you straight.
Let’s Connect
The easiest way to get started is to reach out directly. You can find me on any of the platforms below — or hire me for a session on Upwork, where you’ll find my full profile, work history, and client reviews.
