Money is a powerful tool and it can help you live a more intentional life that impacts & blesses those around you. We want that for you. That is why your values and personal convictions are at the forefront of what we do. We spend time understanding what’s most important to you and build your investment portfolio and financial plan around your personal values and convictions.
We are Fiduciaries and we work solely for you. We don't receive commissions or have sales quotas. 100% of our revenue comes directly from our clients on a flat fee for service basis. We work to find you the best solution for your particular situation with the utmost integrity & transparency. Our goal is to educate, inspire, and develop long term relationships with our clients and our community!
We care deeply about you and want you to live a life of true fulfillment and joy. We know that financial planning is about so much more than just money because your financial health affects every aspect of your life. We are here for you. We take the time to listen, hold your hand through some of life's greatest challenges, celebrate your accomplishments and guide you every step of the way.
We firmly believe everybody deserves access to a Financial Advisor, so we don't have account minimums. We stand against wealth discrimination by providing equal opportunity access to affordable financial planning for all. No matter what stage of life you're at, whether its just getting started, getting ready to retire or already retired, we have a place for you at Your Financial Legacy!
What Smart Investors Know
A Bucket Plan to Go with Your Bucket List
The Richest Man in Babylon
The Cost of Procrastination
The Power of Compound Interest
Life can be hard. Money can be complicated. We are here to help make it as easy as possible for you! Scheduling an appointment with us is simple. Just click on the link below to schedule your complimentary consultation. We can't wait to meet you!