Our Mission

We help people align their financial choices with their core values so they can make smart choices with their money. This enables them to have a better quality of life and more fun. 

By helping families to define and understand their ideal vision of the future, we help them choose what matters most to them in life.  This empowers them to set their priorities and define and accomplish their financial goals for reasons that are uniquely important.

We believe that everyone has a Big Future – one of satisfaction and fulfillment.  We believe everyone has a Legacy – the evidence that their life mattered. 

Through our Wealth With Peace™ process, we provide people with peace of mind and financial freedom.  This allows them to spend their time on the things in life that are more important than money.  It enables them to have a positive impact on the people they love, the causes they care about, and the institutions they want to support.  Ultimately, we strive to help them live a Life of Abundance and to Finish Strong!