Our Approach To Life & Finances
 

We partner with our clients to build a strong foundation, properly assess their risk tolerance, and consistently monitor their progress.

If being a More Than Money client only meant that you would reach your financial goals, it would be worth it. However, the key is that it leads to enjoying a better quality of life through a comprehensive financial plan.
 

As a More Than Money partner you receive: 

  • a personally-tailored financial plan.
  • access to a wide-variety of financial products and tools.
  • ongoing monitoring and assessment.
  • a team to surround you with consistent progress evaluations.
  • technology to predict your financial future.
  • daily emails packed with top financial news.
  • invaluable peace of mind to live your life.

More Than Money combines incredible software that can dynamically adjust thousands of economic data points with what you value most in your future and assign a team that has studied financial strategies to build a comprehensive plan that fits YOU.


We Start With A Plan. We Stay For The Journey.

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MEET TOGETHER

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BUILD A PERSONALIZED PLAN

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ENJOY + MONITOR PROGRESS

 
1. Meet Together

A Time To Get To Know Each Other

No question is ever off limits when we meet.

We are firm in being transparent, and you will leave knowing your hopes were heard, what you can expect moving forward, and how we are compensated for our time. This initial meeting is always complimentary and is an opportunity to for you to get to know us.

Note: Many of our “in-person” meetings take place on GoToMeeting or via conference call when geography may be an obstacle.

 
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2. Build a Personalized Plan
 
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A Smarter Plan To Accomplish Your Dreams

By conducting a comprehensive analysis of your financial world, we begin to build your plan based on your situation and dreams you hope to achieve.

While we can’t be certain what the future will look like, we can utilize incredibly-advanced planning software to create the most accurate picture of your future economy. What is your current standard of living? What will inflation rates be? Are you planning on retiring in the mountains? Do you want to give more to charity?

Our tools actually allow us to build in these exact scenarios and show us what you need to do to get you there.

3. Enjoy and Monitor Progress

Grow Your Wealth. Enjoy Your Life. (Even as Life Changes)

The most important part of any financial plan is how it is implemented and updated along the way.

We build plans ready to embrace the unexpected so you can live with peace.

The real power of our partnership is in the reviews and updates we continue to have over time. Your vision of the future may evolve, but by meeting consistently we ensure that your plan stays current. While most financial companies lack adequate follow up, we walk with you every step of your journey. 

Plus, we will unlock access to a platform where you can monitor your financial picture with our top-of-the-line technology and make any slight or major adjustments on your own.

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My Goal is to Help You Realize & Live Your Passion

 

it all changed when Chris REALIZEd THAT most people would not reach their Life's DREAMS unless they changed how they approached financial planning.

 

As a former youth pastor, Chris frequently heard young people’s stories and dreams. In his early career while working for a financial services company, Chris saw first-hand that traditional planning wasn't going to work anymore. He couldn't allow people to buy insurance or a 401(k) and believe it would bring them all of their dreams like Luke Skywalker using the force (remember, serious nerd). 


It was time to offer financial planning that went beyond simple product solutions.

 

Meaningful financial planning is focused on a holistic approach to your entire financial world. We start with a plan, meet regularly, and make adjustments as life changes. Your insurance policies, tax strategy, investment opportunities, and even estate planning can all work together to reach your goals. The key is looking at the entire picture so no one area goes unnoticed.

 

Yes, I'm a nerd. But, I use my force for good.

Yes, I'm an educator. And, I want you to understand your financial life more than simply paying for a service. 

Yes, I'm busy too. I have three kids ages 3 – 14, an amazing wife, and I'm running a business. I can relate to the stress you may feel in your life. That's why I'm passionate about eliminating financial stress.

Yes, I really believe I can help. I see our approach to finances work for clients in all walks of life.

Yes, you can experience financial peace. I can help you build a strong foundation and a plan that’s made for you.

 

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Want to Contact Chris?

If you're ready for a full financial plan, want to ask some questions, or book Chris for an upcoming event. Please use the contact form to reach out to our team - we would love to have a conversation.

Will You Take The First Step to a Better Quality of Life?

You can continue to live with uncertainty, or you can decide to make a change. You will receive a highly-personalized plan that puts you on track to reach your goals.

Imagine going on a dream vacation and actually relaxing instead of counting the dollars being spent in your head.

Imagine if when you came home during the week, you were present with your family instead of checking your work email on your phone.

Imagine what it would be like to sleep well and wake up without worrying about what the market did. 

 

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Want to Live A Better Quality of Life?

The first step is to introduce yourself. Our team will follow up to learn more about your goals.

 
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