Financial Life Management

It’s not just about money. It’s about your entire life.

Life is about trade-offs. And your financial life is the sum total of your decisions about money. Financial Life Management means making clearer, more informed, more honest choices. Because when you can make better choices, you can have the financial life you want.

“The only way to improve your life is to improve the way you make choices.”
– Joe Duran, Founder and CEO

It’s about people, not products.

A Financial Life Management adviser is more than a conventional financial planner. We’re passionate about our clients’ entire financial lives. We have an innovative approach to understanding your relationship with money — and use that knowledge to create a financial plan and an investment strategy that fits your life.

Your financial life starts here.

Learn about the proprietary tools and practices that we use to help you guide your financial life:

Money Mind®

Learn how you feel about money—and how it affects your financial life.

FIND YOUR MONEY MIND®

Honest Conversations®

Talk about what you want your money to do for you—and define what matters most.

HAVE AN HONEST CONVERSATION

Financial Control Scorecard®

Know your financial standing — anytime, anywhere.

VIEW THE SCORECARD

Priority Action List

See your personal plan of action for a better financial life.

SEE YOUR ACTION LIST

Guidebook

Enjoy a real-world guide to your financial life.

DISCOVER THE GUIDEBOOK

Ideal Life Index

See how every choice can get you closer to the financial life you want.

TRACK YOUR IDEAL LIFE

Guidecenter

Stay on track. Stay in touch. Stay in control. Every decision. Every day.

LEARN ABOUT THE GUIDECENTER

Take control of your financial life.

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