In 2012, we planted our roots in the greater Minneapolis area, focused solely on financial planning. We quickly became one of the fastest-growing companies in Minneapolis, but soon faced a stark realization; despite our growth, we were missing the opportunity to meet the deepest needs of our clients. Our journey has transformed us. We began to uncover the heart of our mission.
Today, we’ve grown into an impact-focused team, dedicated to making a real difference in the lives of our clients across 35+ states. We recognize the journey goes beyond financial growth; to seeing the beauty in human connection, celebrating profound moments, and writing a story.
Our mission is bold and unapologetic: to see the person, not just the portfolio. We are committed to challenging the notion that there’s no return on investing in lives.
We believe in aligning your resources and actions to reflect your deepest values, embracing your Live Greatly™. It’s not just about creating strategic spending plans; but empowering you to use your wealth for what truly matters to you.
Our approach is holistic, custom-built, and fully adaptable to life’s expected and unexpected events. We’re here to help you live life by design, with a process that keeps you in control every step of the way. We feel honored to sit in the front row, cheering section, to see lives being transformed.
Client Households
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