Let’s Chat

What’s on your mind? Have a simple question or want to learn more about Intentional Living FP? We’d love to chat. Schedule a meeting in the box below.

Intentional Living

Intentional Entrepreneur

Intentional Legacy

Financial Planning for Families Desiring Early Financial Independence

Helping Business Owners Navigate From Build to Exit

Financial Planning for Retirement and 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.

We do our best work with:

  • Vision Driven

    Those seeking early financial independence so they have more time freedom. They align with the term “work optionality” rather than “retirement”.

  • Desire Guidance

    People who want a guide to talk with about what they want their life to look like, what they hope to accomplish, and help navigating the journey.

Schedule a 15 Minute Call

This 15-minute conversation will give us both a chance to cover the basics: what are you searching for and how we can help. Further, this conversation allows us both to make sure your situation matches our expertise.

SCHEDULE AN APPOINTMENT

 

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.