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WEALTH WHERE
YOUR FEET ARE

Manage your wealth prepared to be present and to create moments that matter with those that matter most to you.

LIVE INSPIRED

Your wealth without a mission is like running without breathing. Eventually, it doesn't work.

What are the things you're chasing after? How do you allocate your time investments? How do you manage your relationships? Has it ever felt like you're gaining the world while losing what matters?

Work hard absolutely. But play harder.

Before tackling what investments are best for you, how to mitigate your taxes, and what's the best way to protect your assets, you should first define what it is you are working so hard to build the wealth for.

BE
DELIBERATE

After confirming that what you are working so hard to build your wealth for is aligned to what matters to you, the next step is to audit your existing wealth behaviors and decisions.

How do you earn your money? Save your money? Invest it? Protect it? Spend it?

Once you can fully grasp how you've behaved financially up until now, you now learn to integrate your beliefs and understanding into future behaviors.

Weatlh is funny. Certain aspects either inspire or instill anxiety in each of us. There are reasons beyond your control for this. There's also gold in the understanding of it.

ACTIVATE

Talking about defining your purpose and designing your financial plans to align is one thing. If it were easy, you wouldn't be reading this far. Our process does most of the heavy lifting for you.

We don't ask you the same questions you've already been asked. We utilize 193 data points about you to help you to understand your personal and elusive beliefs and motivators (i.e. your mission).

We then design your entire financial plan around your very unique mission.

WE ARE
A FINANCIAL PLAN THAT ONLY MAKES SENSE FOR YOU
WHAT SHOULD YOU EXPECT?
  • A Registered Investment Advisory (RIA) Firm that believes in having fun while planning serious matters
  • A team of experts (CFP®, CFA®, CExP™)
  • A collaborative approach focused on aligning each of your trusted advisors in the same direction
  • Investment, Estate, Tax, Retirement and Succession Advice & Experience
  • An intricately connected & personalized plan
  • To be inspired and motivated for and by your wealth.
What we do
WHY ARE WE DIFFERENT?
WHAT DO WE DO
  • We utilize machine learning and Human Intelligence
  • We analyze 193 data points about YOU
  • We make you aware of how these work in your financial life
  • We replace scripted financial questions with actionable insights
  • We transform your approach to maximizing wealth.
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WHY ARE WE DIFFERENT?
HOW WE DO WHAT WE DO
  • Our Intentional Way Process:
    • Step 1: We analyze 193 data points to learn what we need to about you
    • Step 2: We use analytics to understand your financial and investing behaviors
    • Step 3: We educate you about your 5 Essential domains of wealth
    • Step 4: We outline strategies to optimize each essential domain
    • Step 5: We deliver a deliberate, connected & actionable playbook to hold you accountable to your maximized joy & wealth
SERVICES
business
owners

There is a lot of uncertainty when you look ahead.  What lies ahead in the labor market?  Shortages and rising labor costs can keep an owner up. The turnover of older and longer tenured employees into younger and less experienced ones is a concern for many. There's economic uncertainty. If it's not inflation concerns, its whether an economic downturn or recession is on the horizon. Safety & labor regulations collide with environmental regulations. Increased competition from low-cost countries create a race to the bottom. So, what can you do to mitigate these uncertainties?  Are you an owner considering your own exit and succession needs? Worried about finding a buyer? Concerned about a reduced valuation when you do find that buyer? 

As a Certified Exit Planner™, our Founder sets the tone for paying attention to every detail and feeling our business owner clients experience.  It's a major reason we partnered with Raymond James Financial to utilize their best in class expertise and experience for business owners of all sizes.  Succession and exit planning is no longer as easy as purchasing a buy/sell life insurance policy. It's about identifying and understanding what each and every option available to you presents by way of opportunity and risk.  It's about integrating those factors into what truly matters to you the business owner and the legacy you leave behind.  Everyone leaves a legacy.  Some leave the one they choose! It's an easy choice that we'd love to help you with. 

Purpose

Driven

Legacy

 

Our Services

We work with business owners & executives, professional athletes, and families. 

1. Wealth Identity Planning

2. Investment/Portfolio Management

3. Risk Management / Wealth Protection

4. Tax Planning

5. Legacy & Estate Planning

6. Strategic Philanthropic Planning

Take control and let it rip with Intentional!

 

INDIVIDUAL FAMILY

Individuals and Family

PROFESSIONAL ATHLETES

Professional Athletes

Qualified Plans

Qualified Plans

BUSINESS OWNERS

Business Owners

Learn more about our support of babies with rare genetic disease at supporting Miracle Of Hudson