Overview

We are looking for a seller or partner who appreciates our core values. Ideal seller is looking to exit within 1-3 years and is looking for a team who is capable of taking great care of their clients.

Our Core Values - 1) People & purpose before profits, 2) Two are better than one, 3) Embrace the evidence, 4) Decisions for decades, 5) Practice what we preach

Mission - Harmonizing dreams and means to liberate lives.
Services - Life Coaching and Money Management

We are also open to exploring opportunities with advisors who want to access our tools, process, and people to take their practice to the next level through a merger opportunity.

We have a lot of experience converting broker-dealer and insurance clients to our fee-only service model. Open to RIA and broker-dealer opportunities.

Culture - Virtual team that meets weekly and face-to-face twice/month. Unlimited PTO for staff.
Business Strategy - We have been using EOS (also known as Traction) for the last 3+ years.

Fee structure
- 100% Fee
- one-time planning and/or life coaching services for a fixed fee.
- ongoing services available in bundled or unbundled fee structure based on client goals and cash flow needs.
BUNDLED FEE SUMMARY - the client can receive life coaching, financial planning and asset management services for one fixed fee paid via credit/debit card or from their custodial account (TD Ameritrade).
UNBUNDLED FEE SUMMARY- traditional AUM model where client pays a % of assets plus a planning fee for applicable planning services

Operations/Tools
- proprietary life coaching tools (how we get most of our referrals and new business) that help people discover ideas to get more out of their time and their money
- custom cash flow management software website (soon to be mobile application)
- portfolio trading based on changes to client plan (trade within minutes of updating a plan)
- external asset management (401k, 403b, 529, etc) process to quickly research funds for outside assets and provide clients with guidance on outside assets. generate rebalance reports in under a minute after a client's plan is updated. We charge for this service.

Our annualized revenue increased during the recent market downturn because of our fixed fee structure that many clients prefer to use.

Last Activity
6 months or more

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