your money. your purpose.
Aligning your resources with your life.
Financial Life Planning
What is Financial Life Planning all about - the freedom to find your dreams, and to bring them alive. Life Planning helps you reorganize your relationship to money so that your financial resources are dedicated to supporting your life of greatest value, meaning and purpose.
George Kinder (founder of the Kinder Institute of Life Planning )
What is EVOKE®?
EVOKE® is an acronym for the Financial Life Planning process that helps our clients to live life to the fullest. Each letter stands for a meeting in which we have structured conversations and take actions to help you identify what your ideal life looks like and the steps to reorganize your relationship to money so that your financial resources are dedicated to supporting your life of greatest value, meaning, and purpose.
EVOKE® was developed by the Kinder Institute of Life Planning
EXPLORATION
VISION
OBSTACLES
KNOWLEDGE
EXECUTION
Investments
The 5 Pillars of Investing
Financial freedom is achieved through planning, effort, and strategic management. We use a five-pillar approach to investing we feel is foundational in helping our clients navigate the journey and construct a solid and comprehensive approach.
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Our Team
We believe that relationships are our highest calling. By taking the time to learn about your aspirations and challenges we hope to deliver freedom. Freedom to pursue your highest calling. Freedom in partnering with a dedicated financial team invested in your future.
Freedom in having a plan.
