Design Your Future Financial Services

Our mission is to build even better and stronger communities by offering unbiased, value based financial planning, one person at a time.

This is Our Approach - How We Do It!

Our planning process is a 6 step process that incorporates the 3 M's for success: Mindset * Motivation * Methods so you can:

  • Efficiently grow and protect your nest egg regardless of what happens.
  • Find money that is falling through the cracks, make it work harder for you & still buy the things you want.
  • Protect you if you get sick, lose your job, die too soon, or live too long, even during an economic and market collapse!

Effective planning requires that you make wise choices and the first step in making wise choices is clarity. That is the purpose of the Discovery Profile. Once the Discovery Profile has been received and reviewed, a Draft Planning meeting can be set 2-3 days later. From there, we give your spending and investing plan a trial run. Then, changes are made during the 2nd and 3rd review meetings that also review risk assessment and estate planning. Biannual reviews are recommended.

Our Process

"Everyone has a plan until they get punched in the face." - Mike Tyson