Modern Wealth
Fee Only
Independent
Fiduciary
Financial Life Planning and Investment Management
Empowering People To Live Wealthy
Welcome
Financial Life Planning is the art or human side of Financial Planning.
It is a holistic approach that leads with the person, not the money.
Through our EVOKE® process, we discover our client's deepest goals and aspiration.
Facts
Most people have dreams for their lives that are closely guarded and beliefs about money and their own talents that are unexamined.
Beliefs
Those beliefs often frustrate the most well-intentioned planning process.
Old Way
Traditional Financial Planners are more comfortable talking about investments, retirement and have little exposure to the human side of money.
Our Way
I have advanced training in identifying my client's deepest aspiration. This ensures that the Financial Plan is intimately connected to the life my client most desires.
Process
Our EVOKE® process is truly beautiful and we would love to take you through it. If you're ready to begin, great! Please go ahead and schedule an Intro Call.
