WE CREATE FINANCIAL PATHWAYS
TO EXPERIENCE LIFE ON YOUR TERMS
We are independent financial planning and life management coaches
You want to trust that your financial plans & future are managed well.
Big word…simple concept. At the core of our business is doing what’s best for YOU, not us. If we give you bad, selfish advice, we are personally liable.
Commissions suck the life out of your financial portfolio. Our transparent fee schedule makes it clear and easy to understand how we get paid. No hidden fees, ever.
A highly desired, and not-easy-to-achieve designation that ensures we’re always improving ourselves and our knowledge so we can serve you better.
No matter what stage of life you’re in…
A life managed well is not ruled by numbers & plans, but freed by them.
Slow & steady always wins the race… when you’re on the right path.
Poor decisions are too often made because of a lack of clarity
The current model of rewarding good sales over good financial advice is outdated.
“In the end, financial decisions aren’t about getting rich. They’re about getting what you want—getting happy.”
Carl Richards, The Behavior Gap
Life Managed Case Studies
These cases studies are hypothetical, and do not involve Life Managed clients, and should not be construed as a guarantee.
All of our clients have one thing in common: they have been taught to become Prodigious Accumulators of Wealth.
Contact us today to find out where you stand compared to your peers and your earnings power.