Our Mission

Live Life on Purpose

We invite you to discover and experience the power of our services. We believe that discovering your core values and what is really important to you helps you make financial decisions that are more in line with what you truly care about. Combine that with Behavioral Finance and discipline and this empowers our clients to Live their Lives on Purpose. Living Life on Purpose instead of letting your life happen to you is much more fulfilling and empowering. Our CEO Mark Woodward puts it this way, “My family is why I do everything that I do. Why do you do what you do? Who is important to you? The best example I give of how I am purposeful in my everyday life is every time I speak to my wife or my children, whether in person or on the phone I tell them that I love them. This is not out of duty or muscle memory, you know, going through the motions so to speak. I do it purposefully because if God forbid that’s the last conversation I ever get to have with my wife or one of my children I want them to know what is in my heart and I want the last thing I ever say to them to be I Love You.” How can you start living a more purposeful life today?

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

1) Initial Consultation-Here we will walk you through a values-based exercise and get to know more about your current financial situation.
2) Develop and identify your financial goals
3) Stress test your current strategy to ensure you are on track for your goals and are protecting your risks.
4) Identifying and evaluating alternative strategies when a client is not on track or may be using tax inefficient vehicles.
5) Implementing a financial action plan
6) Monitoring, reevaluating and revising the plan as needed on an ongoing basis.

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