The Stress-Free Solution To Getting Your Money in a Strong Place

There is a different way to approach finances. It's what
motivates us to meet with clients.
You have to have control of your finances to have control of
your life.

 
Where You Start Is Important. Start By Identifying What Matters
Most To You

 


 


For me, it's my family. It's investing in them and shaping who
they become.


 
The reason we talk about finances isn't so you can get the
highest return on your bank accounts.

 


Money is a tool towards the life you want.


The life you want may be, like me, more time with your family,
more traveling, more rest.


 


A lot of life is full of conflict, and much of the stress comes
from finances.


I get this. It's my story too. When I was first married, my wife
became very sick, to the point of where she nearly passed away.


 


We bounced from doctor to doctor with medical bills stacking up
against us as we felt like everything was falling apart. The
amount of stress was the hardest thing we've experienced. I felt
crippled by a job in a non-profit not being able to bring in
enough money.


It felt like nothing was ever enough.


If you are living in stress, or anxiety and not able to live the
life you want, I get it.


That's why I started and believe in More than Money.
 


When I meet with people, my goal isn't to make them feel
irresponsible or unprepared.


My goal is to provide clarity and confidence for your financial
world. I do this through understanding your goals and what
matters to you, then building a plan that is custom made for your
specific circumstances.


 


I don't want to lecture you.
Because when I was in the midst of financial stress, I was my
toughest critic. You likely are being hard on yourself already. You
need help, not discipline.

 


I want to help you feel confident about where you are going.


 
If You Feel Stressed About Meeting With An Advisor, You Need To
Meet With An Advisor Who Truly Cares

 


No matter where you are, the first step towards getting rid of
financial stress is finding the solution that works for you.
I know you are tired of being anxious and the other side of
hardship holds a great deal of freedom.

 


I can come alongside you.


If you are feeling stress that stems from your finances, know
there is a solution. Let us help you build that solution,
stopping the stress for once and for all. Life is about more than
the stress you are feeling. Life is more than money.


 


My favorite part of what I do is helping people build confidence
for their future, which brings peace of mind for today.


 
The Stress-Free Solution Is Waiting For You

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Finances