Our Mission and Values

Our mission is to provide Financial Peace & Clarity to clients with consistent, intentional, & accessible financial planning. We are rooted in the fundamental belief that clients can succeed in all situations by having dependable guidance & an advocate that provides exceptional care towards them.

Our Businesses' Core Values:

  • Consistency
  • Accessibility
  • Discipline
  • Dependability
  • Intentionality
  • Exceptionality

Our Personal Core Values:

  • Family
  • Faith
  • Freedom
  • Peace
  • Wellness
  • Clarity

 

Our Typical Clientele

My expertise is not limited to one set profession, career, or lifestyle – I find that our typical clientele consists of families with complex financial planning needs. They struggle with intentional financial planning, not necessarily due to a lack of knowledge, but rather because they lack the time and the bandwidth to be able to think about these things on the consistent basis necessary for financial success. We are also not limited to where we can work within the United States which provides a competitive edge for our clients.

Family

The Fields we focus on include but are not limited to:

  • Veterans and Active Military can benefit from understanding how the VA system works and methods to capitalize on their earned benefits.

  • Medical professionals can receive education about debt repayment strategies, and guidance on tax-efficient strategies to pursue wealth growth and distribution.

  • Salespeople and Business Owners can benefit from succession planning, effective ways to save, tax-efficient strategies, and setting up benefits for themselves.

  • Lawyers and judges can receive education about debt repayment strategies, local/state/federal benefits maximization, and tax-efficient strategies to pursue wealth growth and distribution.

  • Tech Professionals can receive consistent options for diversifying equity plans, maximizing earning potential, and tax-efficient strategies around wealth growth and distribution.

  • Families can receive planning guidance on income protection, education tools and options for their children, retirement and estate planning, and growing their wealth for their families.

Boost your financial knowledge.