We are the facilitators of our own creative evolution. ~Bill Hicks
There are no shortcuts in evolution. ~Louis D. Brandeis
Bring on what’s next. ~Tom Shepard
Your financial evolution is the process aimed at taking you from your current financial level to financial independence and beyond. Along the way your smaller financial goals become mile-markers highlighting the journey. This holistic approach to financial management is designed to integrate with your life today, your plans for the next stage of your life, and the financial independence you envision. We have developed this process so that it can be accessed by anyone who wants to experience greater health and wealth regardless of their nature or financial level. Your financial evolution is collaborative, and we help guide and support you as much as provide a gratifying financial experience.
This is different than goal-setting and tracking.
First we help you understand your nature. This is imperative because it’s who you are at the core. You’ll know your strengths so that you can leverage them to reach your goals faster and easier, and you’ll know the potential pit-falls specific to your nature so that you can avoid or correct them. Your financial plan won’t demand you become someone else, but it will ask you to stretch beyond your comfort zone to develop second nature skills which become easier to use each time you evolve through the financial states.
Next we help you to accurately identify your financial level. Often due to habits, feelings, perceptions, or misinformation it is hard to truly know your level.
We’ll help you create a new understanding by envisioning your level on a y-axis:
On the x-axis we help you see which state you’re experiencing within your current level.
When put together you’ll have a map, what we call the Evolution Matrix.
From there we’ll show you what comes next which includes small changes you can make in your daily life, changes to your financial strategy, or a simple shift in perception or intention.
For example, if you are currently investing but have not made the connection to your money as a source of positive energy, as creating more value, you are at level 5 state 4.
What’s next is moving a space to the right. In this instance you’d become connected to the creative power of your money. Exactly how is determined collaboratively. Sometimes moving from one state to the next takes some time, and at other times it only takes a moment; sometimes the steps you take are fast, and a shift in perspective takes a good bit of time. We are your coach through each aspect, and we offer you the insights not always apparent to you when you’re in it yourself. Once you reach the seventh state your strategy becomes focused on moving up a level.
The Evolution Matrix is a somewhat imperfect illustration of your evolution. Our intention here is to show you that this is an ordered, logical process which will neutralize money, empower you to embrace your nature and break out of your rut so that you can live your best possible life. This process naturally eases financial stress, brings clarity to money and finance, and allows you and your spouse, partner, family members to have a common language for money as well as a common map to what’s next. Because many people are gravely disconnected from the system of money as well as their own finances, we’ve found that intentional financial evolution is the antidote to fearing the unknown and creates an opportunity to know, explore, and enjoy value, interests, and passions on an individual basis. And that isn’t in the far future, it’s right now.
Our role is to leverage our professional education, expertise, and services to help raise you to a higher financial level. In other words, you don’t do this alone. You can be confident when working with a team that values customizing and personalizing your financial strategy to your nature, your level, and your state so that you can live out your dreams. This is our passion.
Here’s to your evolution.
What’s next for you? Talk to us about how we can help you evolve with your money.