Rules of the Road
We Keep it Simple
We aren’t your typical financial firm. We like to enjoy life the same way you do, so our approach to managing money is one that is practical with an actionable game plan because we want you to make better decisions with your money, but we also want you go and see the world, do what fulfills you.
We Keep It Real
Some aspects of managing money aren’t going to be fun, and we wont try to make you believe that it is. It’s simply a necessary step to get to where you ultimately want to be – living a life that you always dreamed of. So sometimes, what we say isn’t going to be what you want to hear, but it’s what you need. Call us your dream team, because we are here to help your dreams come true.
The Best Time Is Right Now
We don’t believe that there is a perfect time to get your financial house in order and start living your best life. The time is right now. The stars will never align the way you think they will. So just start! Even if you have to start small.
We Don't Do Excuses
That goes for you and us. We will do what we say we will and if we mess up, we take action to fix it immediately and we own our s*** and we expect the same from you.
The World Isn't Flat
But remember when they used to think it was? The world of finance is ever evolving, so in order to make sure we have the best possible outcome, we make sure we stay ahead of what’s to come. Change doesn’t mean we did something wrong, it means we learned how to do something better.
Improvise. Adapt. Overcome.
We know that life is going to throw you some curve balls. When it does we adjust and make changes but we keep moving forward. What use to be an emergency, can now simply be an inconvenience.
We anticipate, not react.
Yes life will throw you curve balls, we know that, and since we do, we must put ourselves in a position to be prepared for them. We do this even if we don’t know what they are or when they will come or from what direction. Being prepared for the unexpected, may seem like an oxymoron, but its one of the most vital components in planning for a successful future.
No Lottery Tickets
I mean if you really want to play here and there go for it (and call us if you win so you don’t blow all your money), but what we mean is there is no magic formula for financial success. Be committed. Be consistent. Be engaged. This is YOUR life, and we will show you, if you let us, how to live a very fulfilling one.
We Sell Stuff
On this site you will find a TON of free valuable information that is sure to keep you winning the money game. We also offer very valuable paid services that we have put a lot of time and effort into to make sure they are world class and the very best. So don’t blame us for marketing them. Besides, that’s how we live our fulfilling life just like we are going to help you do the same.
It's Bigger Than Us
So much of what we do is to help us realize that what we do is bigger than us. We want to change the world, leave a meaningful legacy and we want you to join us.
In order to make real change you have to be honest about where you are. We promise to be honest too. About how we get paid, if something has gone wrong (again see #4) etc. We will gain your trust and together, with each step get closer to living the life you’ve dreamed of.
We Love What We Do
We are passionate about the work that we do, and we honestly believe, no one else does it quite like us. We want to serve you in a way that you never imagined, so we are always open to feedback to make things better.
There's More Than One Way to Milk A Cow
(I’m not actually sure that’s true but I’m tired of hearing the one about skinning a cat) anyway, the way we approach money works for us and the people we serve. We don’t proclaim that it’s the only way and we tip our hat to anyone that has figured out what works for them. So you wont here us bashing or putting down other finance firms…but if we ever catch wind of someone or something that is intentionally misleading others just to make money or is just plain wrong, we will call it out and hold them accountable. To protect you and others that may encounter the information.
No Negative Nancys
Perspective is everything. Sure, you may not be where you want to be, but by coming here, you have already made a step in the right direction. So instead of focusing on what you cant do, focus on what you can.
Stay In Your Lane
We are not here to compare other people’s lives to our own. We are here to identify what life we want to live and what legacy we want to leave and that’s it. Keeping up with the joneses is a sure way to never achieve the lifestyle you have always wanted.
We Don't Know Everything
While we do cover a wide range of financial topics within our content and our programs that we offer, we don’t claim to know it all. There are certain things that we specialize in and other things that we leverage other experts for. You wouldn’t expect your brain surgeon to be able to perform heart surgery too would you? It takes a lot of time to become an expert in any area of life, trying to be an expert in all things will lead you to not being one in anything.
We Aren't What You're Used To
What we mean is, we are here to give you a completely different perspective on what you thought it meant to work with a financial professional and how our industry is typically perceived.
Win-win Or No Deal
We don’t subscribe to the notion that someone has to lose for the other person to win. Working with us will be a mutually beneficial relationship, if you feel like someone has to get the short end of the stick in order for another person to “win” then we aren’t the firm for you.
You Can't Increase What You Don't Measure
Tracking your progress and remaining accountable to your goals is the only way to reach them.
Enjoy The Ride
During your journey to live the best life you could ever imagine, there will be good times, there will be learning experiences, but through it all, learn from it and have fun.