Who We Serve

Achieving financial independence is the starting point for so many of life’s decisions – decisions of roles, purpose, aspirations, legacy, and more. Properly navigating those decisions in an ever-changing financial environment is crucial to maintaining and growing your success. We guide our financially-independent clients through a process of assessing the financial environment so they can make wise decisions with their wealth and pursue their life purpose and dreams.

Business owners pour their time, energy, and financial resources into building a lasting organization that provides goods and services that improve their customers’ and clients’ quality of life. We guide business owners through the crucial decisions so they can focus on optimizing their business and improve their family’s quality of life as well as successfully transition all of the value they have built in their business to the next generation.

Generosity itself is a gift from God. The ability to generously and cheerfully contribute wealth in purposeful partnership with God to meet man’s needs is an extension of the nature of God as Jehovah Jireh, the God who sees and provides. The apostle Paul reveals the purpose of God’s financial blessings in II Corinthians 9:11, “You will be enriched in every way to be generous in every way…” (ESV). We guide generous Christians through a process to discover their life’s calling, design a plan that addresses the spiritual, vocational, and financial components of their calling, and develop a lasting legacy that fulfills their calling.

Successful families build wealth for today and for future generations to come. But passing a family’s wealth without the family’s values and virtues often leads to loss of wealth, discord, and a diminished legacy. We guide families through complex financial decisions to successfully fulfill their life’s purpose and calling and establish their legacy for future generations.

The loss of a spouse brings a type of disruption and uncertainty unparalleled in life’s transitions. Whether through death or divorce, the cascading waves of grief and uncertainty bring increased pressure during the disruption and uncertainty. For decades, we have helped guide suddenly single clients through a process of discovery, renewal, clarity, and hope as they redefine their present and future financial needs, goals, and dreams.

Executives, physicians, dentists, and other professionals have unique opportunities and challenges when preparing for a transition from employment to their next phase of life. Achieving financial independence is just one facet as they redefine their life goals and roles. We guide these professionals through a disciplined process that addresses the key wealth management issues that impact success in preparation for financial independence.