Your Financial Life, Confidently Lived
Everything you need to experience the peace of mind that comes from building authentic wealth
Financial Planning & Investment Advice You Can Actually Use
Optimize Your Finances
Create a compelling vision and develop a streamlined plan to get there.
Invest With Confidence
You don't have to rely on guesswork (or the media) to invest successfully.
Feel Good About Money
Strike the balance between planning for the future and enjoying today.
- the ability to pursue your passions regardless of earned income
- measured more in freedom of time than amount of dollars
- the state of being vocationally independent
- continuing to work because you love what you do, not because you need the paycheck
- having sufficient passive & portfolio income to cover expenses
- the ability to be generous with your time and resources
- money well-stewarded
Discover how Wealthentic Planning helps clients like you win with money
What is Wealthentic?
Being wealthentic is the result of building wealth in a way that is authentic to you.
Develop your own definition of wealth along with a streamlined plan that you will actually use.
The Wealthentic Stewardship Program
A Four-Step Streamlined Financial Planning & Investment Stewardship Process
- Step 1 Get a VISION
- StEP 2 Get A Plan
- Step 3 Get INVESTED
- STEP 4 GET UPGRADES
Create a Wealthentic Vision
Money can be an emotional topic. Oftentimes we are too close to our own facts & circumstances to think objectively. We will guide you through a logical thought process so you can discover your own definition of wealth. Having clarity around what authentic wealth means to you is the first step in living a wealthentic life.
In this step, we will use a unique framework to help you identify why you relate to money the way you do. This crucial information is generally ignored by most "financial advisors", but is imperative to your long-term financial success. In fact, we feel so strongly about it that we want to give you a free tool to assist you in your journey, regardless if you choose to work with us.
Complete the fields below to receive your FREE copy of The Wealthentic Guide so you can begin living life more wealthentically today!
The Wealthentic Guide
A 7-Step Framework to a More Wealthentic You
The Wealthentic Planning Process
Once you have redefined wealth for yourself, it is time to get organized so we can build a streamlined plan to get you from where you are today to where you want to go.
In this step we do three primary things:
- Establish your Personal Financial Website (and App) so you can manage your entire financial world in one place and keep it up-to-date.
- Evaluate your current financial strengths, weaknesses, opportunities, and threats.
- Prioritize the the 3 most pressing issues facing you right now and begin making progress right away.
Wealthentic Investment Stewardship
Having a clear vision and being organized with your finances and goals is fantastic, now its time to invest!
A disciplined approach based on sound principles and logic is the key to successful investing, and that is exactly what you can expect when investing with us. We don't believe in "stereotype" investing that suggests rules of thumbs like "be aggressive because you're young" or "you're in retirement so you must be conservative". We build portfolios for our clients that are based on goals. Once we know the goal we can construct portfolios that align.
Our Guiding Principles That Lead to Successful Investment Outcomes
The fear of loss is often a greater motivator than the potential for gain.
Fear of the unknown contributes to critical errors like market timing.
Our portfolios utilize Nobel Prize winning research that gives our clients a 95% probability range of what to expect during any 6 month period.
Emotions make smart people do stupid things with their money.
They are the number one reason most investors drastically underperform.
Our portfolios are engineered to minimize the negative effects that emotions can have on otherwise good investment decisions.
Expenses and Taxes can put a real drag on your investment results.
This duo can come in many flavors and can easily be overlooked.
Our portfolios seek to minimize the impact expenses and taxes have on our clients' assets, but never at the outright exclusion of value.
Increasing exposure to various types of assets helps to reduce big swings.
Diversification is a well established concept, but is only the beginning.
Our portfolios incorporate additional Nobel Prize winning research to give preference to certain "factors" that tend to outperform over time.
You have a vision, a plan, and a great investment program. What happens next? Life -- Life happens next.
First, it is nearly impossible to properly address everything you might like to out of the gates. Secondly, life happens and things change. That is why it is important to adapt and upgrade as your facts and circumstances inevitably evolve.
To help you stay on your A-Game, we developed the Vault Annual Maintenance Program (VAMP). We take all the things that should be revisited in a year and break them down into bite-size pieces that we deliver to you every quarter so you are never overwhelmed and your finances are always under control.
Every year you can rest assured that your finances and investments are getting the reVAMPing they need.
“If [more] information was the answer then we’d all be billionaires with perfect abs.”
What you need is a Guide
Have Questions? Call 405.928.4422 or email email@example.com
SATISFACTION GUARANTEE: If you are not 100% satisfied with your experience, simply let us know within 60 days of signing your advisory agreement with us and we will refund any advisory fees paid.
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