An investment approach that
guides you to what matters
Why are we so passionate about aligning purpose and investments?
An inspiring life
Purpose is bold, courageous and intentional. It leads you to live a life that inspires.
Deeply satisfying
Having the financial freedom to be generous benefits us greatly.
Supports our purpose
Investments support our purpose, they are not our purpose.
Life well lived
Aligning our investments with purpose allows us to focus and maximize impact.
Investment alignment is a process
We engage to serve by listening, teaching, coaching and problem solving.
Empathetic listening
We are eager to understand the ways in which financial products, plans and strategies align with the client’s purpose in life.
Analytic based teaching
Our team highly values client education and participation. Guide team members analyze data and support each client with resources and teaching.
Consistent coaching
Our team provides consistent coaching that encourages each client to focus on the plan.
Results based collaboration
Our team is humble enough to know they don’t know everything. They gladly work with other professionals to deliver the best holistic care possible.