Realize your life’s purpose with a financial plan that sets you free.
Discover a path to financial freedom and fulfillment.
❖ Gain Clarity and Direction
❖ Feel confident
❖ Live your calling
Are your finances and life purpose disconnected?
Are your finances aligned with your goals and moving you closer to living your unique life?
Do you feel confident your advisor truly understands and shares your values?
Create a personalized plan today and begin living your life of purpose - on purpose.
Our financial services do the heavy-lifting for you.
Financial Planning
Individuals and families who have a written financial plan feel more confident regarding their future prospects. They have less anxiety concerning attaining their goals.
Investment Management
Managing assets well is both an art and a science. GIWM helps builds portfolios that are globally diversified to position assets to help meet client objectives.
Values Driven Investing
Impact the world not only through how you live, but through how you invest. Where we choose to invest our resources matters. History is filled with examples of investors who have affected positive change by how they allocated capital.
How It Works
1
Set up an initial consultation
We will spend some time discussing your life goals and objectives. Additionally, we will look at your current financial position as a baseline for moving forward. This will include an analysis of cash flow, net worth, liabilities, investments, insurance, and legacy planning.
2
Create a plan together
We will work to craft a personalized plan that will serve as a guide to resourcing your life of purpose. All planning is dynamic and will be continually re-evaluated as your life and the financial landscape changes.
3
Work to achieve your financial goals
We will implement your plan, continually evaluating your progress in relation to your goals.
Managing your finances doesn’t need to be stressful.
We understand that navigating the complex world of finances can be overwhelming. That's why we're here to simplify it for you. Our expert team will work closely with you to gain a deep understanding of your unique circumstances, goals, and dreams. By clarifying your financial journey, we'll create a roadmap that serves as a guide towards achieving your life's purpose.
