A JOURNEY OF CONNECTION

The things we value most in life are not money-filled… they’re meaning-full.

We’re not here to amass piles of money. For our lives to have meaning, we need to be intentional about relationships that are impactful and life-giving.

How you decide to work with your money is inextricably linked to these relationships. Seeing this connection is not always easy, you need an advocate to support your life values and tie them to your financial goals.

This journey of connection changes with every life transition that we grow through.

PROTECTING YOUR FAMILY

“You have power over your mind - not outside events. Realize this, and you will find strength.” - Marcus Aurelius

It doesn’t matter to us what your profession is, what matters is that you care for something more than just yourself.

The minute you see this, you realize that you have more invested in life and the world around you than can be simply represented in numbers and formulas on a spreadsheet.

The complexity can be overwhelming, but it doesn’t have to be all-consuming. Together we will create the protection and mindset that you need to face your future with strength.

ARE YOU READY TO TAKE THE NEXT STEP?

“Whatever can happen at any time, can happen today.” - Seneca

Please feel free to call, email or book below and set up a complimentary introduction meeting. We will enjoy about an hour together (phone, video, or in-person) where you can discuss what’s on your mind and learn more about us and how we may be able to help you.

You get the opportunity to determine if we are the right people for you. At the end of the meeting, if we all agree that there is a good fit, we will move forward.

Ultimately, you are our client, not your money. We don’t receive commissions for selling financial products or any other inducement from third parties. We earn our compensation through an agreement based on the value provided to you and paid by you on a fixed fee or percentage-of-assets basis.

We feel this eliminates any conflicts-of-interest that are traditionally present in financial planning relationships and allows us to place you and your financial life goals, not your money, at the center of our relationship.

LOOK WHO’S TALKING

“A good reputation is more valuable than money.” - Publilius Syrus

I have a great network of clients on LinkedIn. I would love to connect with you too and engage with you inside of a my larger professional community.

“Speech is a mirror of the soul: as a man speaks, so is he.” - Publilius Syrus

Making better money choices

Many important questions in life involve money, and good choices can put us on the road to financial success. Bad choices, however, can lead to years of financial duress. While […]

Are you on the road to burnout?

Are you wondering why some people get burned out while others don’t? What is the difference between stress and burnout? And, what can you do to manage stress and avoid […]

Diversify. Amplify.

Diversification is not just an approach to adopt during market volatility; it’s generally good practice. And, if you want to create a portfolio that mitigates risk and beats inflation, diversification […]

Scroll to top