Our firm was founded on the cornerstones of family and stewardship. Our mouthpiece to the world, The Money Guy Show, has allowed us to share our passion for sound financial management. We love that our clients and podcast listeners are successful, high achievers. They come to us because they are serious about being efficient with their resources and maximizing their opportunity to build and maintain financial independence.
Without a doubt, we work with brilliant individuals and families that have the knowledge and aptitude to self-manage their finances. Unfortunately, skill and aptitude do not equal action. We are here to be the bridge that turns what "could" and "should" be done into a plan of action.
How do you define abundance, and what do you consider success' Money, life, and financial planning... complex or simple' You get to choose. Often it depends on who you're working with. Here’s a glimpse inside how we help.
How We Measure Success
Our firm is built on the foundation of stewardship and family. Helping you determine and achieve what's most important, on your terms and without constant worry is at the heart of how we measure success.
Key Philosophies: Low Cost, Less Tax, Long-Term
Our professional focus is on financial planning and investment management, and we leverage our knowledge for your benefit. We help you focus on the things you can control and manage the things you can’t.
It's All About You
We are held to a Fiduciary Standard of service. This means we are held accountable to advising you in your best interests at all times and with full transparency. We do what's right for you, not anyone else.Virtual AdvisoryWe pride ourselves on working with clients on their terms, and we find that clients are increasingly more comfortable, more focused, and more excited working virtually. This includes online meetings, advanced security measures to protect your information, efficient and responsive communication, and easy access to data that is most important to you.
Education Breeds Simplicity
At heart, we enjoy teaching - explaining complex situations, opportunities, and solutions in as simple terms and outcomes as possible. We take great pride in our clients always feeling they are informed and in control of their financial situation, decisions, and outcomes. We're not doing our job effectively if you don't know what we're doing and why we are doing it.Making an ImpactWe believe the decisions we make don’t just impact us, but they impact those around us. Not only can we impact the lives of the clients we work with, but we also have an opportunity to impact the community around us. Here’s a small example of how we try to help others create abundance in their lives.