About Us

Learn what makes us uncommon

How we work

While traditional financial planning is focused on “Later Money,” we’ve decided to focus on how to leverage “Now Money” to fuel people’s passions today and in the future. For that task, the old toolbox of financial planning simply does not do the job.

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We are providing people with new tools for building wealth and a life that is satisfying and aligned with the gifts, talents, and dreams they have been given. We have seen the power of helping people reclaim their dreams, start fulfilling them now, and build wealth. We help people save for the long-term while encouraging them to build on and leverage what they have right now.