Radically Rational Wealth Management
We invite you to explore our time-tested approach to proactive planning and disciplined, efficient investing: an approach so rational, it’s radical. At Journey, we act in your best interest — all day, every day. How is that different than the typical advisor? Just look at the math.
If you had more time to do what is most important to you i.e. take care of your family, your health, important relationships, your professional life, your own growth, favorite activities and volunteering, or fill in the blank __________, while knowing that your finances and investments were optimally implemented that would be good.
If you believe you are in optimal financial shape, how do you know? If you worry that you are not, what would you need to know to not worry?
If you are a do it yourselfer, that implies that you have the time, focus, tools, information, access and insight, discipline and lack of behavioral biases at all time to execute.
If you work with an advisor, first and foremost confirm they working in your best interest and if that hurdle is met, are you convinced that they have the time, focus, tools, information, access and insight, discipline and lack of behavioral biases at all time to ensure your plan is fully executed?
We can help you make sure your finances are optimal or we will work with to make sure they are. Please read through our website, especially our Bios and our ADV and let us know what you think, and if you are comfortable, let’s meet to better understand what you want and need.
Heart & Sole
Our sole reason for being is to increase our clients’ control, outcomes and purpose.
We execute practical and effective evidence-based strategies, with a transparent and competitive fee structure, delivered with extraordinary personal service. If you are not hitting your targets for savings, rebalancing, tax and risk management, legacy planning and other goals, you are likely not receiving the comprehensive personal financial planning you deserve.
Dig in and see just how unique we are — and how every difference benefits you.