Our purpose: Empowering our clients to live the life they want.
Our niche: Holistic, generational financial planning.
What makes us different:
1. We have all the resources to implement your plan. (Whether we do that service in house, or we collaborate with trusted partners to execute specific parts of the plan.)
2. We have an education-based process. (We are all about transparency so that you have everything you need to make the right decision for you & your family.)
3. We focus on cashflow and taxes. (Other than a mortgage, taxes are many people’s #1 biggest expense. We take the time to figure out where your money is going and make sure it aligns with your values instead of sinking your ship!)
We are a very passionate group of people. We take it hardest upon ourselves when we make a mistake, and it grieved us that we didn't have the capacity to help more people.
Now that we're running smoothly on EOS, we can finally see our bright future, and we're able to help so many more families than we ever thought possible! Our Core Target is to help 1,500 families go through our process to retire happy!
Authenticity - We tell people what they need to hear, not just what they want to hear, with truth & grace!
Solutions - We ask questions and listen intently to build an efficient, appropriate, and intentional plan.
Leadership - We take extreme ownership of our work and put everyone in the best position to be successful.
Collaboration - We openly communicate and remove guesswork.
Have fun! - We laugh, share stories, and break bread together.
We'd love to offer you a complimentary tax consultation with our Lead CPA. She'd review your past 3 years of tax returns and put together suggestions and opportunities to save on taxes.