Peace, Freedom, & Impact

Peace (n.)  A quiet and calm state of mind; agreement and harmony among people

The fast-paced world in which we live breeds busyness and stress. Non-urgent yet important matters often get pushed to the side. The consequences of unattended finances can be missed opportunities, poor decisions, and relational unrest. We help you achieve peace by bringing order, perspective, and professionalism to your financial life. We help you:

• Live confidently knowing you are not alone on your financial journey
• Align financial decisions with your worldview
• Identify and address your financial fears
• Replace complexity with simplicity
• Get on the same financial page as a family
• Create a system to manage your day-to-day finances—one that works
• Properly analyze alternatives and avoid costly mistakes

Impact (n.) The force of impression of one thing on another; a powerful or major influence or effect

The great myth about wealth is that fulfillment is attained by accumulating more. True fulfillment is found in the positive effect that you can have on your family, your community, and the organizations that you are passionate about. Deep satisfaction comes from utilizing your hard-earned skills, experience, influence, and money to add value to others and find profound meaning for yourself. The level of peace and freedom you are able to achieve will determine the degree of impact you can make. We help you:

• Cultivate your spirit of generosity
• Identify and channel your unique combination of time, talent, and resources to what’s most important to you
• Leverage tools and techniques to minimize tax and maximize the usefulness of your resources
• Pass along your wisdom, values, and resources to your loved ones
• Not be a burden to your family
• Finish well and hear the words: “Well done, good and faithful servant!”