What We Believe
Transparency is one of our core values; that’s why we want you to know what we believe about life and money. These beliefs drive the decisions we make with you and your financial plan.
The following is an adaptation of Ron Blue’s book Never Enough.
Instead, think of money like it’s a pie: a singular group that can be divided into any possible combination of slices. Despite the infinite number of options, there is only one single pie. And that pie, like money, can only be eaten once.
1. Live What does it take to live your daily life? Think mortgage, rent, utilities, and other expenses.
2. Give How are you giving to others? This allows us to be generous to those around us.
3. Owe What do you owe in debt and taxes? Minimizing this slice allows you to make other areas a little larger.
4. Grow How are you saving for the future? Include your investments, retirement accounts, and other areas that help you prepare for the future you envision.