Money is not the goal.
Financial planning for entrepreneurs, athletes and high-performers who want their financial life to reflect what matters most.
A partnership rooted in
trust, kindness, and clarity.
Your money should reflect your life…
not the other way around.
You’ve worked hard to build something meaningful. You’re earning a strong income or have found success in your business… But with that success comes complexity, questions, and a sense that it’s time to be more intentional.
We’re here to help you clarify what matters most:
✔ Clarify your priorities
✔ Envision a meaningful life
✔ Align money with values
✔ Organize your finances
✔ Create a personalized plan
✔ Invest with clarity and confidence
As Seen In:
The Clear Path to a Life Well-Spent
Explore
Uncover what matters most so your financial life has a clear direction.
Design
Together, we design a financial life plan that aligns your money with your vision for life.
Live Well
Put the plan into motion with ongoing partnership, clarity, and confidence.
Hi. I’m Bryan!
Financial Planner + Lover of Life
I work with high-achievers who want help making sure their money is supporting the life they actually want.
I believe money is the means, not the end, and that good financial planning starts when you get clear about what matters most.
“Financial Life Planning starts with who you are, not what you have.”
We Might Be A Good Fit If:
✔ You’re running a busy life and business, and want a steady partner to keep you focused financially.
✔ You’re facing big money questions and want a clear, actionable path forward.
✔ Your financial foundation is strong, but you’re unsure what’s missing or how to prioritize and optimize.
✔ You want to feel more aligned with your partner on how to use your money to build your shared life.
✔ You’re seeking a thoughtful advisor with a network of trusted pros—CPAs, attorneys, agents, therapists, and more.
Most Clients I Work With Are:
What are you waiting for?
This is your one life. You deserve to have a clear path to live it on your terms.
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