Money is not the goal.
Clear, thoughtful planning for entrepreneurs, athletes and high-performers who want their financial life to reflect what matters most.
How We Work
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
Most Clients We Work With Are:
Hi. I’m Bryan!
Financial Planner + Lover of Life
I work with business owners, pro athletes and high-earning couples who are doing well financially, but 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.
We Might Be A Good Fit If:
“Financial Life Planning starts with who you are, not what you have.”
✔ 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.
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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