We help wisdom-seeking citizens connect their money to their mission

Get a lifetime financial roadmap & step-by-step guidance from an advisor who understands you

  • Dream big.

  • Build wealth.

  • Be outrageously generous.

Your one life is too precious to be enslaved to worry and what ifs.

shame debt regret

running out of money in retirement

You were created for more.

We’ll give you permission to stop worrying and a roadmap to lifelong stability.

We don’t just care about your money. We care about you and your freedom as an American citizen.

  • Fee-only, fiduciary: We don’t sell “investment products” or insurance

  • Independent RIA: We are a wholly independent Registered Investment Advisory (RIA)

  • We sell life planning: timeless money wisdom, investment management, and behavioral coaching for every season of life

  • Your guide: Joey Lipp, PhD, ChFC — wealth advisor, award-winning professor, and small business owner

Clients We Serve

Does this sound like you? You’re likely in the right place if most of the following apply to you:

Your values:

  • You believe that the Declaration of Independence and the U.S. Constitution provide a beautiful foundation for our country.

  • You see your values, work, and money as one connected whole — not separate parts of your life.

  • You think deeply about life, you’re a Christian, &/or you love to read.

  • You don’t buy into the “be a slave to the 9-5 til I’m 65” retirement mindset, but instead focus on stewardship at every age and season of “work.”

Your situation:

  • You’re a wisdom-seeking family in your 30’s, 40’s, or 50’s with children, at least one income >$100k/year, and an aversion to debt.

  • You’re a current or aspiring business owner.

  • You know that you need help with investing.

  • You want to be sure that you don’t run out of money in retirement, and being dependent on social security counts as “running out of money in retirement.”

These are the 7 steps to freedom.

We’ll guide you on our 1-page plan.

  1. Dream big.

  2. Connect your work.

  3. Get organized.

  4. Cover your risks.

  5. Work your longterm plan.

  6. Work your monthly plan.

  7. Plan your transcendence.

No matter what stage of life you’re in, we can help you formulate the key financial planning issues so that you can flourish in freedom.

How It Works

  • 1. Discover

    We discover your highest ideals and your biggest dreams.

  • 2. Plan

    I customize our 1-page, 7-step plan just for you, taking account of your full financial picture.

  • 3. Flourish

    You flourish as we execute the plan together, monitoring and adapting as your life changes.

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