Life Strategy is a process we’ve designed to allow people to move their life into greater alignment with their sense of meaning and purpose. Our proprietary framework incorporates five key aspects of a person’s life. These are your own personal “five oceans.”
Your Personal Five Oceans
Your money is a precious and powerful resource. When harnessed properly through a clear financial plan, it provides a deeper sense of security, flexibility, and well-being, while expanding your ability to positively impact the world.
A career is a paid or volunteer position, a role within a family, a more general contribution to society, or a combination of all three. For many people, it represents a meaningful amount of their overall time and energy allocation and should therefore be approached thoughtfully.
As flight attendants always remind us, we must first put on our own oxygen mask before helping other people. There is no shame in this. If we don’t take the time and energy to care for our own mind, body, and spirit, our ability to positively impact others is greatly diminished.
Relationships are the lifeblood of the human experience. They impact every aspect of our lives, and tie directly to our sense of purpose and fulfillment. We must thoughtfully allocate our time, energy, and money to build and nurture healthy relationships, not just with others, but also with ourselves.
As we get older, the increasing complexity of our lives often relegates the concept of “having fun” to a secondary priority. But you have the ability to make a different choice. By setting a clear intention to build regular fun-generating activities and experiences into your daily life you’ll begin to remember why having fun is so important.
Our comprehensive service offering allows you to create, and then bring to fruition, your own unique Life Strategy.
We provide tools, coaching, and accountability to help you make tangible progress towards meaningful goals across all five key aspects of your life.
As entrepreneurs ourselves, we are passionate about helping our clients gain knowledge and insight into how to grow their businesses in a way that aligns with their values and priorities. Through live events, study groups, and a growing list of resources, we connect our clients with people and ideas to help them never stop learning and growing.
We harness the leading research from financial science to build powerful investment portfolios that support your financial plan and align with your life strategy. Learn more about our investment philosophy.
We believe retirement is an antiquated term and instead focus on helping you chart a tangible course to financial freedom, which is defined as the ability to decide whether or not you want to continue working. We analyze your current and future income, expense, and cash flow expectations and needs to develop a clear understanding of your overall financial picture.
Through coordination with your accountant, we incorporate your overall tax picture into your financial plan. Specific services include tax loss harvesting, Required Minimum Distribution planning, retirement plan contributions, and backdoor Roth IRA opportunities.
Through coordination with your estate planning attorney, we help you ensure that all key components of your estate plan are in place, accurate, and reflect your wishes.
Through coordination with your insurance professionals we make sure appropriate coverages are in place and support your life strategy and financial freedom goals.
Everything we do is informed by our five guiding principles.
Recognize that we are all connected and either win together or lose together.
Be kind to everyone, including ourselves.
Make decisions about how we spend our time, energy, and money that align with our values.