Who We Work With

“Embrace change. Envision what could be, challenge the status quo and drive creative destruction.”

— Charles Koch —

We commonly work with:

  • Independent
    Rebels

  • Health and
    Wellness Practitioners

  • Psychology
    Professionals

We work with goal-oriented, intelligent achievers with a vision for the future. They challenge the status quo and surround themselves with similar inquisitive thinkers. They are bold, successful, action-oriented individuals who desire to leave a profound positive impact on the world.

Independent Rebels

These individuals are passionate, bold and committed to their craft. They relentlessly pursue greatness in everything they do, be it building their business or establishing a strong family legacy. They reject arbitrary bureaucracy and regulations, and instead seek intentional, effective, process-oriented solutions for every aspect of their life. Ultimately, they want freedom that yields results—freedom of time, freedom to generate exponential growth, freedom to enjoy life. We help them prioritize their goals and focus their efforts so they can maximize their abundant opportunities on their terms.

Health and Wellness Practitioners

Time is precious for these professionals, so every investment—be it time, money, or other resources—must yield tangible results. In addition to their personal goals, these clients seek to maximize growth in their business, attract and retain high-quality team members and manage expenses and professional liability. They’re passionate about their trade, and they want to positively influence the wellbeing of others. With these diverse and myriad goals their financial world is complex, and like many of our clients, they need effective, process-oriented solutions that align with their way of thinking. We dive deep into every aspect of their financial world and help them unlock efficient and creative solutions to their problems; then we connect them to additional industry experts to get the job done with precision and excellence.

Psychology Professionals

These are thoughtful, caring individuals who want to make intelligent decisions with their wealth. They appreciate data, reason and tangible outcomes, but most of all, they desire to protect themselves and the people they love. Like other wellness professionals, they face unique challenges with their business from both a financial and personal perspective. They desire simple solutions to everyday problems like billing, but they also need an effective way to decompress after long days with clients. Our role is to be a trusted sage who helps them make prudent decisions in every aspect of life. We help them maximize their business opportunities, simplify their life and provide honest financial advice so they can feel confident about a secure future.