Make sure that the advice you are already receiving won’t derail your financial goals.
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The current model of rewarding good sales over good financial advice is outdated.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.
Adulting 101: Learning to work, play, and PLAN hard.
Jennifer and Justin are unsure what the proper order of operations should be: pay off student loans, invest, or buy a house?Learn More…
"Grinding it out" and building a nest egg!
Max and Lisa do not have a retirement age in mind. They don’t even know what they are having for dinner! Is it too late to start saving?Learn More…
Pre-retirees seek financial peace of mind.
Jim and Laurie are suffering from information overload and over-zealous salesmen. Have they made the best financial choices?Learn More…
Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure.
For additional information click here.
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.