Our G.I.V.E Process
et to know you
More than just your finances, we also get to know what drives you, your stressors and your dreams. This is done in a no obligation 30 minute call.
We take the time to deeply ponder your unique situation before we provide you with a fully custom plan.
We believe that aligning your finances with your values gives dramatically better results and you are more likely to achieve your goals.
We have no proprietary products, we give evidence based recommendations and we tailor our approach to how you learn best.
Fair Pricing + Exceeding Expectations = Success
That could be working for you
Comprehensive Financial Planning is only $100 / mo extra*
*1.25% charged on first $250,000 for Financial Planning
We donate 20%* of the revenue we receive to feed and empower others in the Twin Cities and around the world!
How do I know if I'm a good fit?
Our business model is built around the idea that everyone deserves a fair shot in life.
Because of this, we offer everyone a no obligation 30 minute phone consultation.
However, we provide you the greatest value when we focus on more complex situations for clients who are approaching retirement with over
$250,000 of investable assets.