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Planning Philosophy
A human-first approach. Expertise to optimize. Accountability and systems to execute.
Build purposefully. Live richly.
The challenge for everyone: How to live richly today and simultaneously plan wisely for the future?
Our Process
Purpose
Our process starts with your why so we can craft a plan that’s truly yours. Define your financial goals to create a clear path for your future.
Plan
Develop a comprehensive strategy that aligns every aspect of your financial life to achieve your dream life.
Portfolio
Construct a diversified portfolio designed to optimize returns while effectively managing risk.
Partnership
We'll partner with you to continuously monitor, review, and adjust your plan to ensure you stay on track and achieve lasting financial success.
Planning generates greater net worth
Those with a financial plan see their net worth grow 2.7 times greater than those without.
Start with what matters most
Grounding in your values and vision is key. It not only maximizes your money but gives purpose to each dollar.
The best businesses adapt and thrive.
Winners keep on winning despite competition, the FED, economic cycles or who is president.
Relentlessly Focus On
What matters most
What we can control
The freedom formula is easy. Getting there is hard.
Achieving it demands relentless commitment and strategic action.
Savings Rate
Savings Rate
How much of your income you save toward your goals.
Time Horizon
Time Horizon
How much time you have to reach your goals.
Growth
Growth
How much your invested capital consistently grows.
INTRODUCING
Wealth
Optimization
System
Goals are ideas.
A plan is a direction.
A system is actual progress.
The process
Maintain peak financial health
Maximize growth, eliminate waste, and live fulfilled
Assess Current Situation
1
850+ point annual assessment across every financial discipline (cash flow, investments, estate, taxes, insurance, debt, giving, etc.)
Prioritize Opportunities
2
We prioritize and incorporate high-impact opportunities into your financial plan.
Execute Improvements
3
We ensure the task is completed correctly by providing ongoing guidance and holding you accountable every step of the way.
"Planning is important, but the most important part of every plan is to plan on the plan not going according to plan."
