DIRECT RELATIONSHIP
Work one-to-one with Matt.
Always.
FIDUCIARY STANDARD
Your interests come first.
Always.
DECADES OF EXPERIENCE
Through every market
cycle.
Everyone has an optimal financial life.
Our work is designed to help you identify what that means for you — and then create a living financial process that connects your long-range vision with the choices, opportunities and changing circumstances of everyday life.
The important difference
The process begins with the person — values, aspirations, money beliefs, lifestyle, fears, responsibilities and definition of success — before the investment strategy is built.
Our Process Together
Structured to bring you clarity. Optimally personalized to shift as your life requires.
The aim is not simply to produce a portfolio. It is to allow us to make informed daily financial decisions consonant with your larger financial and life vision...on the move. This work entails a deep working relationship together.
I. Taking Stock in You
We begin creatively and in depth: core values, dreams and aspirations; conscious and unconscious money biases, blocks and beliefs; the ways stress and fear enter decisions; the lifestyle you want to sustain; the retirement life you imagine; what you most want to accomplish, experience, give or receive; and your own definition of success.
II. An Independent Financial Plan
I recommend an independent financial plan be built from that initial self-discovery work. Keeping this analysis independent helps keep the relationship clean and clear: the customized investment portfolio is then built to serve the plan rather than the planning being used to justify a portfolio.
III. Our Custom-Tailored Investment Strategy & Financial GPS Monitoring Systems
Our approach to managing your money is this: Based on your unique profile, dreams, risks, tolerances and vision for a life well met, we build a proprietary Financial GPS monitoring system to track ongoing and changing market conditions within the context of your personal goals, needs and markers such as longevity thresholds, inflation tolerances, health events, market swings and unexpected unknowns -- while consciously addressing growth, income and the life your assets need to sustain.
IV. The Secret Sauce
I strictly work with individuals who want what we uniquely offer—that is, ongoing interpersonal communication; informal (and often spontaneous) life conversations; and the sharing of life events, new horizons, unexpected events and new dreams.
I work this way because this is what financial life management requires in order to serve your highest order of being in this life. Staying connected through informal conversations along the course of everyday life is how we keep your financial plan vibrant and serving your life to its fullest capacity.
We of course also conduct ongoing formal reviews. But in my decades of experience, it is the informal conversations that have often yielded the greatest value in our successful financial journey together.
Your living financial GPS
A financial plan, to be useful, needs to become a “living, breathing” tool — simple enough to understand, comprehensive enough to guide real decisions, and flexible enough to respond to emerging situations and opportunities as they arise.
Our Financial ("GPS") Navigation System connects your long-range financial vision with current assets, cash flow, investments, purchases large and small, and the changing circumstances of a real life. It is designed to help you navigate “on the move” while continuing to honor the core values and living legacy the plan was built to serve. I consider it the flagship of our working practice together.
Private Legacy Planning Retreats
When the right next step asks for something deeper than a meeting.
When facing some of life's most challenging crossroads (death of a loved one, divorce, loss of life purpose, new creative vision not yet clarified, etc) we occasionally offer a personalized depth process at our Sunny Oaks home.
Private soul-searching solitude combined with nourishing food, rest, and art-filled expertise in hosting personal retreats with myself and my wife, business partner, and author: Ronda LaRue, offers a unique and deeply rich passageway for gaining insight and the path forward.
A private personalized legacy retreat is custom-designed by request and mutual consideration. This integrated offering, when appropriate, is configured to each person's unique situation, needs and financial planning path.*
* The integral life work of Ronda LaRue, M.S., may be seen here.