What makes us different
Our 3 Pillar Approach
FINANCIAL ADVISING THAT IS WELL WITHIN REACH
To make a profound impact sometimes requires going against the status quo. While we remain bullish on sound investment strategies with track records of success, we take an uncommon view on who we serve and how best we can serve them, including:
Requiring no minimum balance to access our services
Working with anyone who desires sound financial guidance and coaching
Attracting hard-working individuals and individuals who are underserved by advisors who favor wealth preservation strategies vs. helping those who desire to build it
Placing an emphasis on being relational, not transactional
investing in people before investing in markets (time spent with clients to understand goals; create plan)
Adhering to our values so that we have the opportunity to earn trust and provide value with every client
COACHING THAT COMPLEMENTS INVESTING
We believe that as we invest a portion of allocated client dollars in the market, it’s equally important that we teach clients how to maximize the lion share of finances meant for living right now. Good coaches are experienced, accessible and have a desire to share what they’ve learned with others. Abiding to that philosophy, we specifically provide valuable, cost-saving guidance and assessments to clients on:
Deliberate spending strategies
Lending and term agreements for major purchases (home, auto, business)
Key protection policies (life, home/renter, auto) to ensure adequate coverage and avoid overspending
Emergency funds and liquidity plans
Overarching financial and long-term investment plan for key milestones (college, mortgage, retirement, healthcare, etc.)
Market investment and behavioral spending assessments with any needed adjustments
Philanthropic and giving strategies
Tax strategies
FULFILLING A CRITICAL FINANCIAL VOID
Financial planners and investment advisors typically work with a small percentage of a client’s monthly financial means and existing balances.
We take a 360-degree, holistic view of all monetary considerations to gain a full financial picture and coach clients up on how to make all of it work in their favor.
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