Phone 336-586-0012

What We Believe

Beliefs drive the decisions we make. When we believe something to be true, it causes us to act a certain way. So it’s good to know someone’s beliefs when we work together, especially when it comes to finances.
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.

ONE PIE

One reason people struggle with money is because they don’t think about it clearly. A budget can be scary and intimidating, which turns people off. And unlike other things in life, money doesn’t work on a single line.
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.
We believe your money can be sliced into 4 main categories:
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.

3065 South Church St, Burlington, NC 27215 | 336-586-0012

Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Use of Cookies: Our website uses Google Analytics to provide insight into our website and to improve the relevance of marketing. For more details about how Google uses information from sites or apps that use our services, visit google.com/policies/privacy/partners/. If you would like to opt out of Google Analytics, please visit tools.google.com/dlpage/gaoptout.