Think of us as your financial gym
We offer a range of services that are tailored to help the needs of individuals and groups. To illustrate, think about the fitness industry. Not everyone can afford one-on-one personal training. That is why gyms offer group classes and group education.
We are a financial gym, offering both customized one-on-one services and group classes to all, empowering individuals to truly take control of their financial lives and take their lives to the next level.
What we offer
For those who value their time and want sound unbiased advice from a fiduciary.
While we do offer project based planning, financial planning is not a one time event — that’s why we choose to be selective with who we take on as clients. We want to give each of you the time and guidance you deserve. Whether you are someone who classifies themselves as a DIYer, a delegator, or somewhere in between, we have a solution for you. We’ll work together to define what truly matters to you and create a living and breathing plan that will evolve with you as your life changes. This plan is meant to help you live a more fulfilling life today, knowing that you are prepared for the possibilities that will come.
Since we are independent, we have the choice to hold client assets where it’s best for the client. Right now, we use either Schwab, TD Ameritrade, or Altruist Corp.
Your money should work for you! Without incurring unnecessary fees.
We believe in maximizing technology, and minimizing costs.
- High-tech and Low-cost. By using the latest in technology, we are able to do things more efficiently, with less overhead. We’ve decided to pass those cost savings on to you.
- Full-Transparency: There are no hidden costs
- Easy to Understand: We believe you should understand what your hard-earned money is invested in.
- We’re a Fiduciary: We are legally bound to put your interests ahead of our own. Just like it should be! Unfortunately, many advisors don’t operate by this same standard.
- We are Commission-free: We don’t have sales commissions or product quotas/incentives.
Your financial life, made simple.
We offer resources that empower you to build a great relationship with your money.
While we don’t believe money brings happiness, we do believe that those who have a healthy relationship with their money can enhance their life and the lives of others.
- Blog
- Other resources coming soon!
We believe in the power of education
- Workshops/Seminars
- Webinars
- Presentations to employees of businesses
