Inspired Living

Clarify priorities. Make progress. Be prepared for the future.



Inspired Living

Clarify priorities. Make progress. Be prepared for the future.

What is Inspired Living?


The majority of our industry focuses on performance, otherwise known as return on investment. With our clients we strive to add more than just that. We believe that when you look at your life holistically (like your aspirations, challenges, and personal circumstances), you can align that with your financial goals and find greater life satisfaction overall. Let’s create a plan together. The result of this-approach is that our clients are able to live the best lives possible given the money they have.


Are you managing your money in a way that improves your life?


Linking your financial goals to your values and priorities in all areas of life, we can work with you to identify ways to leverage your passions and talents so that you enjoy more purpose, balance and impact in your life. We can also identify ways to leverage your passions and talents so that you can enjoy more purpose, balance and impact.

Fill out the form below to receive a free download by email of our 11 Dimensions of Wealth and Inspired Life Purpose assessments.


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Our Inspired Living Process


STEP 1: The 11 Dimensions of Life


Are you managing your money in a way that improves your life? >>


The 11 Dimensions of Life asks you to assess 11 aspects of your life that relate to whether or not you are making progress. We identify areas where you can use your money more effectively to make things better. And, importantly, celebrate the areas where you've made progress.


STEP 2: The Fiscalosophy Conversation


What are your perspectives on money and how did you arrive at them? >>


We've found that each person has their own perspective on 8 key aspects of money. It is important that we understand and appreciate how you think about money including how you got to where you currently are. Just as you can’t expect your doctor to diagnose what’s wrong with you without knowing your complete medical history, it is difficult for us to develop a comprehensive plan without knowing your Fiscalosophy.


STEP 3: The $Lifeline


Are you financially prepared for life's big transitions? >>


We believe it's more important to focus on the significant life transitions you see in your future. Common transitions are paying for college, caring for an elderly parent, downsizing a home or transitioning to semi-retirement. These transitions will either add to or subtract from your wealth. Consequently, they will either add confidence or stress depending upon if you’ve planned for the transitions appropriately. We will create a customized Financial $Lifeline for you that will specify exactly when to begin addressing these important transitions. We will incorporate this into your wealth plan that builds wealth and protects it against future dangers.

Our Inspired Living Process


STEP 1: The 11 Dimensions of Life


Are you managing your money in a way that improves your life? >>


The 11 Dimensions of Life asks you to assess 11 aspects of your life that relate to whether or not you are making progress. We identify areas where you can use your money more effectively to make things better. And, importantly, celebrate the areas where you've made progress.


STEP 2: The Fiscalosophy Conversation


What are your perspectives on money and how did you arrive at them? >>


We've found that each person has their own perspective on 8 key aspects of money. It is important that we understand and appreciate how you think about money including how you got to where you currently are. Just as you can’t expect your doctor to diagnose what’s wrong with you without knowing your complete medical history, it is difficult for us to develop a comprehensive plan without knowing your Fiscalosophy.


STEP 3: The $Lifeline


Are you financially prepared for life's big transitions? >>


We believe it's more important to focus on the significant life transitions you see in your future. Common transitions are paying for college, caring for an elderly parent, downsizing a home or transitioning to semi-retirement. These transitions will either add to or subtract from your wealth. Consequently, they will either add confidence or stress depending upon if you’ve planned for the transitions appropriately. We will create a customized Financial $Lifeline for you that will specify exactly when to begin addressing these important transitions. We will incorporate this into your wealth plan that builds wealth and protects it against future dangers.