The Financial Road Map® Experience

The Financial Road Map® is designed to help you explore your values, identify your goals and gain a clear understanding of your financial health and future direction. The Financial Road Map® Experience is an intellectually stimulating and emotionally rewarding experience, and it highlights the awesome potential you have to “Live Life on Purpose.” Simplicity and […]

Values-Based Financial Planning™

In the grand scheme of things, money’s not that important. It’s important only to the extent that it allows you to enjoy what’s important to you. And not worrying about your finances is critical to having a life that excites you, nurtures those you love and fulfills your highest aspirations. If you want to make […]

Services

Under the careful and watchful eye of your Trusted Financial Advisor, your team will design your custom written lifetime financial plan, put your plan into action, monitor your plan, and meet with you regularly to keep you on track. This is done to ensure that your financial house will always be in perfect order and […]

Who We Work With

Our Ideal Clients are comprised of successful individuals and families who value having their entire financial house in perfect order at all times. Ideal Clients: > Are able to focus on what’s important to them > Are passionate about their important goals > Are focused on their personal and family values > Are Financial Delegators […]

OUR SERVICES


Protect Yourself from a Down Market

When investing, one strategy is to follow an index.  Following an index allows you to participate in the complete market.  A strategy that most professional investors will tell you is smart and savvy.  The question still remains, how do you protect yourself from a down market?  Take a look at this video and answer the […]

“Are They About To Increase Your Prices?”

I hear this statement – A LOT:  “I still have trouble believing how much I was overpaying. And to think, this time last year I was so convinced I had such a great deal.” “I should have been paying closer  attention to the price increases.” I was just about to sit down to dinner, when I […]

Protect Yourself from a Down Market

When investing, one strategy is to follow an index.  Following an index allows you to participate in the complete market.  A strategy that most professional investors will tell you is smart and savvy.  The question still remains, how do you protect yourself from a down market?  Take a look at this video and answer the […]

SPECIAL INDUSTRY REPORT: THE SECRET ALTERNATIVES TO CD’S

Investors Frustrated And Disgusted With 2% CD’s. Say They Are Victims Of Bank’s Greed … If you haven’t reviewed your CD’s in a while, don’t read this report . . . It will break your heart! Does Getting A Lousy 
2% On Your CD’s Make You Sick To Your Stomach? I’ll bet it does. As a matter […]