Are you on the right trajectory?
Where are you now, and where do you want to be?
Your Path to Financial Independence
What does "financial independence" mean to you? Our proven process is designed to help you enjoy more of what matters most.
Live More, Worry Less
We provide customized financial solutions to disciplined stewards who have better things to do than worry about the details of their financial affairs.
Raving Fans
“I have known and worked with David for numerous clients and am always impressed with his dedication, acumen, and good business sense. I can think of no better author or example who good investment advisors can model than David.”
“Do you have someone that you could count on to take care of your family and your finances if something happened to you? David earned that position in my life.”
“A lifelong learner, his interest and respect are sincere. David has been a trusted mentor to me for more than thirty years. Few people I've met rival his practical mix of discipline, industry, and devotion to greater purpose. With the courage to defy convention, and to live the life of his own design, David never compromises on principle. Two things you can count-on: his wise counsel comes from a place of love, and he walks the same path he endorses.”
