Let’s Have a Chat

We want to help you make your money matter more. We’d love to chat.
Schedule your free 15-minute introductory meeting in the box below.

There is no cost or obligation for this conversation, as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.

Are we the guide for you?

We do our best work with individuals and families approaching retirement who want more than financial security—they’re seeking clarity, confidence, and the freedom to live life on their terms, with a trusted guide to help them navigate the transition and design a fulfilling life beyond work.
We also work with individuals and families seeking early financial independence and 'work optionality', who want a trusted guide to help them navigate the journey toward the life they hope to build.

This 15-minute conversation provides an opportunity to discuss your goals and explore how we can assist you. It also helps ensure that your needs align with our areas of expertise.

Think we match?
SCHEDULE AN APPOINTMENT

Intentional Living

Intentional Entrepreneur

Intentional Legacy

For Families Desiring Early Financial Independence

Helping Business Owners Navigate From Build to Exit

For Your Retirement and Lasting Generational Impact

Intentional Communities

We know that our clients have unique goals, decisions to navigate, and needs to address. We believe that your planning experience should be tailored for you; that your planning should be Intentional.