Inspiring Financial Strategies

Values-Based Financial Planning™

“Values-Based Financial Planning™” will help you realize what’s important to you, align your financial choices with the life you want and become inspired to do what it takes to have that life. We’ve based our firm’s entire practice from the methodology found in this landmark book.

We’re Different

As a retainer-based financial advisory firm, we simply charge a fixed flat fee for the comprehensive service and incredible value we provide – regardless of your net worth. You will enjoy transparent, objective financial guidance as we help you:

Align your financial choices with your most important goals and most deeply held values.

Get your entire financial house in order and keep it that way – forever.

Have the highest level of confidence that regardless of what happens, you will achieve your goals.

We Have Experience In These Financial Products and Services:


Located near downtown Prescott, Arizona, we are a dedicated team of financial professionals who specialize in helping financially successful people achieve their most important goals that are aligned with their most deeply held values. We have been in the financial services industry for over 15 years and have a combined work experience of over 200 years.