Meet Your Money Team
Who We Are
A team of professionals dedicated to your success, your Financial CEO
What We Do
Provide unparalleled service in the financial planning arena
What Makes Us Different
Our process and our team make us unique among our peers
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.
OUR PROCESS
Covered from start to finish.
UNDERSTAND
We get crystal clear on what your wealth journey looks like, we dive in to make sure what you are doing today aligns with the outcome of your ideal life. We identify strategies and opportunities you can leverage to enhance your lifestyle strategically and accelerate your goals
allocatE
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 also plan out your lifestyle goals, debt management and how much of your money should be invested.
IMPLEMENT
We map out how we protect and preserve your wealth both now and in the future. We will assist with implementing your standard estate plan, review your insurance coverages, select the right investments, and plan out strategies and discuss how you can take advantage of reducing your tax exposure.
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
Harvey McMurray Jr.
Associate Advisor
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.