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Financial Freedom Reimagined

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

Icon of Exploration - Compass
Icon of Vision - Bullseye
Icon of Obstacles - Mountains
Icon of Knowledge - Lightbulb
Icon of Execution - Bar Chart

We begin to develop an understanding of who you are.

Aided by thought provoking questions and continued discovery we learn what maters most to you.

Together we address challenges and solutions to help you pursue the life you want to live.

This is where the rubber meets the road! We bring our experience to your resources to support your Financial Life Plan.

We take care of the nuts and bolts of your financial plan while you pursue life, celebrating milestones and making adjustments along the way.

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.

The 5 Pillars of Investing
Risk Management
Diversification
Liquidity
Volatility
Preserve Capital

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.

Photo of the Alpha Advisors Team

Let's Talk - Call or Email Us

Thank you for contacting us. We're excited to speak with you!

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