Broker Check

Equipping people to lead better financial lives.

How do you feel?

3 Min Survey

Are we a fit? 

15 Min Call

Value, Alpha & Pricing

5 Min Read

YOUR FINANCIAL LIFE...

WITHOUT A FRAMEWORK

WITHOUT A FRAMEWORK

Confusion, doubt and fear dominate.  [Confusion is frustrating. Doubt is tiring. Fear is confining.]

WITH A FRAMEWORK

WITH A FRAMEWORK

Clarity, confidence and contentment prevail. [Clarity is satisfying. Confidence is empowering. Contentment is freeing.]

A better way to think about, plan and manage your financial life.

[FIN] LIFE SURVEY

[FIN] LIFE SURVEY

Quickly Identify how you feel how you feel about certain aspects of your financial life so you know what to focus on first.

[FIN] LIFE WEBSITE

[FIN] LIFE WEBSITE

Get clarity by getting organized and staying organized with automations and digital aggregation.

[FIN] LIFE RADAR

[FIN] LIFE RADAR

Get a clear vision for your financial life by detecting and determining what you want with a comprehensive list of goals, transitions and milestones to inspire you.

[FIN] SELF PROFILE

[FIN] SELF PROFILE

Get to know your financial self without judgement or guilt and lead a better financial life based on who you are and what you value.

[FIN] LIFE DECISION APP

[FIN] LIFE DECISION APP

Get confidence in life’s big decisions with a step-by-step process that helps you holistically evaluate and synthesize all aspects of a big decision.

[FIN] LIFE GUIDEBOOK

[FIN] LIFE GUIDEBOOK

A multimedia guide that explains the purpose and use of the tools and resources that are part of the framework.

[FIN] LIFE ADVISORS

[FIN] LIFE ADVISORS

Cut through the complexity and stress of financial planning and investing with a team of advisors who understand you and have your best interest in mind.

MEET OUR TEAM

HOW THE FRAMEWORK WORKS

SURVEY

SURVEY

  • How do you feel?
  • What does better look like?
  • How do you compare?
DISCOVER

DISCOVER

  • What do you have? 
  • Who are you? 
  • What's on your radar?
ANALYZE

ANALYZE

  • Are you ok? 
  • What are you missing?
  • Can you do better?
ADVISE

ADVISE

  • What are your options?
  • What are you to do? 
  • What’s in your best interest?

WHY YOU NEED A FRAMEWORK

YOU ARE UNIQUE.

YOU ARE UNIQUE.

How you feel about money. The way you think about money. What you have. What you want. How you make decisions. Your memories, habits, biases, vices and values all make you unique.

MONEY IS COMPLEX.

MONEY IS COMPLEX.

Managing money requires cross-disciplinary knowledge and expertise in areas such as math, accounting, debt, taxes, insurance, estate law, legislation and investments.

CHANGE IS CONSTANT.

CHANGE IS CONSTANT.

Markets and economies expand and contract. Opportunities change. Risks change. Products change. You change. Your family changes. Your job changes. Whats important to you changes.  How you feel changes. What you want changes. 

THE WORLD IS NOISY.

THE WORLD IS NOISY.

Everywhere you turn, there are messages (both real and fake) from the news media, social media, corporate marketing, political propagandist, as well as messages from your friends, family and church all competing to influence your thinking and your actions. 

NO WONDER YOU WONDER...

ARE YOU...

Just Getting Started

Just Getting Started

Starting a new job. Merging money lives with your spouse. Planning a family. Struggling to set and prioritize competing goals. 

Crazy Busy

Crazy Busy

Facing the challenges of a demanding career. Fighting to balance work and family. Afraid you are missing something and worried you should be doing better.  

Starting A New Season

Starting A New Season

Preparing for the next season of life. Transitioning from success to significance. Concerned about your plan to generate income from your investments.

Creating A Legacy

Creating A Legacy

Celebrating life achievements. Planning the transfer of wealth and wisdom. Wanting to use your time and money to positively impact your family and community. 

DO YOU...

Do Investing Yourself (DIY)

What are you missing? What if something happens to you? Does your family know were everything is and what to do?

Already Have Advisors

What are you paying? How much value are you getting? Could you be doing better?

Whether you have a little money or a lot of money and regardless of your stage in life, our framework is designed to equip you where you are...even if you DIY or already have advisors.

How do you feel?

3 Min Survey

Are we a fit?

15 Min Call

Value, Alpha & Pricing

5 Min Read

Have a Question

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<br /><br />We Believe



We Believe

We believe hiring a financial advisor is one of the most personal decisions that you will ever make.  Watch our video to learn more.

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Equipping people to lead better financial lives.

EQUIPPING

Supply with necessary structure, tools and advice.

PEOPLE

Whether you have a little money or a lot of money and regardless of your stage in life.

LEAD

Develop a vision of where to go and manage the process of getting there.

BETTER

As defined by who you are and what you value.