Who We Are
Our main priority is to PARTNER with you as you develop
and build your FOUNDATIONAL WEALTH.
How We Partner
100% Virtual
We partner via phone and video conference anywhere in the U.S.
100% Values-Driven
We never compromise compassionate service - for a sale (or any other reason).
100% Personalized
We create customized strategies tailored to each person, family, or business.
Too many Americans are stuck or simply going through the motions. Maybe today, you feel like there's no way out of the corner you've been backed into by life's circumstances.
That was us at one time too! Seriously, we were doing all the conventional thinking - budgeting, saving, keeping an emergency fund, getting out of debt. Yet, like too many, we got stuck just putting one foot in front of the other hoping the tides would change in our favor.
Then, our lives changed forever because we decided we HAD to do something different. A big part of it was that we found a financial ally so that we moved in the right direction.
The journey to build wealth has given us the freedom to choose our own unique adventure. We can honestly say, "Wealth building is a journey worth taking!"
What is FOUNDATIONAL WEALTH?
Creates confidence and certainty during all phases of life
Assists in launching after your riskier dreamsriskier dream
Aims to reduce lifetime tax obligations
Protects those you care most about
Makes it possible to be better than debt free
Makes it possible to be better than debt free
What We Do
Financial Education
Gain a wealth building mindset through story, examples, facts, and even some jokes!
Financial Empowerment
Unearth your wealth building superpowers with a 5-step practice that reveals you know more than you think you do!
Wealth Building Community
Join an online community of go-getters mastering wealth building outside a W-2 together!
Bank On Yourself®
A tool we used to build our own Foundational Wealth. We love it so much we became Bank On Yourself Professionals!
Additional Services
- Retirement Income Planning
- Education Solutions
- Business Cash Flow and Financing
- Real Estate Equity Strategies
- Life, Disability, and Long-Term Care Insurance
- Book *Coming Soon!*
How to Get Started
Are you ready to take action and craft your unique wealth building adventure?
Excited to learn more about Foundational Wealth?
If so, we’d like to offer you our time and experience as guides in defining and designing a Foundational Wealth adventure.
If we’re the right fit, we’ll walk through implementation and ongoing monitoring of your
journey long term too! Take the first step to see if we're a good match for this kind of relationship.
We have carefully crafted a proprietary process called 4-D Adventure Track to guide you through Defining, Designing and Departing on a revitalized financial adventure and then Discovering new adventures as you're ready.