Meet Your Money Team

Who We Are

A team of professionals dedicated to your success, your Financial CEO

What We Do

Create your wealth building blueprint and help you build your financial “dream team”

What Makes Us Different

We have a proven track record for creating 1st Generation Millionaires.

You’re in the right place.

The #1 Financial Planning Firm for 1st Generation Millionaires

It’s time to create a financial plan that aligns with your ideal life, helps you achieve your goals, and gives you the roadmap to financial freedom. 

Are You Ready To Get Started?

Due to the immersive nature of the process, we hand-select people who truly believe are the right fit for the work we do. If you think that’s you, apply now and we will be in touch with you if you are eligible to move towards the next steps. 

Hear From Our Clients About Their Experience

OUR PROCESS

Covered from start to finish.

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Articulate

You can’t hit a target you that you cannot see. We help you visualize and understand the art and science of building wealth so that you are crystal clear on exactly what you need to do.

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Align

Once we know where we want to go, now we evaluate exactly how the resources need to be allocated to help you get there. We don’t want to waste any fuel on the journey to financial Freedom. We create a  plan that aligns all of your resources with what matters most to you.

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Accomplish

With a clear roadmap and intentional plan of allocating your resources to what matters most, we stand with you as we watch you accomplsh all the things you said you would with our guidance and your commitment. 

Meet The Team

George Acheampong Jr.

Co Founder,  Managing Partner

Kenney Conwell

Co Founder, Managing Partner

Da-zha Jones, CFP

Lead Financial Planner

Samantha Kall

Director of Client Experience & Operations Manager

Are You Ready To Get Started?

Due to the immersive nature of the process, we hand-select people who truly believe are the right fit for the work we do. If you think that’s you, apply now and we will be in touch with you if you are eligible to move towards the next steps. 

Here’s the deal, no matter where you are on your money journey you’ve got to realize one thing;

“The value of anything is the amount of life you’re willing to trade for it.”

So you need to get crystal clear on if you are using your money to buy freedom or do you find yourself constantly feeling stuck wondering if there is a better way. There is. It’s not an either or scenario, you just have to define what your wealthy journey should look like instead of piecing together things you’ve seen from other people.