Financial Evolution

Once you make a decision, the universe conspires to make it happen. ~Ralph Waldo Emerson

               Evolution: the gradual development of something, especially from a simple to a more complex form.            Synonyms: development, advancement, growth, rise, progress, expansion, unfolding.

While some people are content to stay in a familiar rut, experience the same things, remain in the same state, others know there is always something next for them. We are the financial company for people who desire something better for themselves and those around them, who want to pursue life at the next, higher level, and want better health and greater wealth: our mission is to help you evolve with your money.

Experience tells us that a balanced, accessible, and smart financial strategy evolves with you and money as a whole. We have created a process to intentionally evolve with your money that keeps you focused on your true motivations and goals, connected to your money as a source of positive energy, and confident as you pursue building wealth. This process takes you from your current financial level to the next, then on to the next, and on again, in a fully customized, fully integrated way. To do this, you first need to know who you are and where you are.

You were born with a natural relationship with money and value, your financial nature. This is who you are, and it will never change. Therefore your financial strategy must honor who you are rather than demand you be someone else or do exactly as someone else has done to succeed. Your paradigm is the underlying force through out your life and will either empower you or keep you stuck, the choice is yours. Once aware of your nature, the choice gets easier to make.

Your financial level is where you are, your current financial reality. It’s not a constant, and you can change it with the right coaching, support, and financial expertise. There are seven levels, and they are in a particular order, from living with insufficient means to being financially independent. To experience a better financial life, we help you move from one financial level to another, improving your finances as well as your general well-being.

Absolutely everyone can evolve with their money and continue to evolve with their money through all stages of life. Your financial focus may be managing personal finances, diversifying income with unearned income, shaping your investment portfolio to reflect your value system, planning for retirement, planning for educational costs, simply saving your money, or any of the many, many ways money creates value for you. Evolving with your money will help you pursue your goals with greater ease and efficiency. This is your adventure.