The Storyline Journey
Discovering a different story deserves a relational approach.
In every aspect of our services, we take the time to get to know you, offering comprehensive planning that’s customized to align with your values and goals.
How We Serve You
The Storyline Journey.
The Storyline Journey is a comprehensive framework thoughtfully designed to activate your wealth with purpose. By integrating it into a combined offering with financial planning and investment management, we’ll gain a deep understanding of both your mission and your finances. Guided by a bigger story, we’ll discover a path together that will help bring true wealth to life.
Wealth Activation
Financial Planning
Investment Management
Wealth Activation
Financial Planning
Investment Management
HOW WE WORK
Our collaborative process includes four key phases:
Together, we’ll design a well-organized road map that will guide you through ten key areas of financial planning:
Emergency Reserves
Protection Planning
Estate Planning
Education Planning
Cash Flow Planning
Retirement Planning
Investment Planning
Tax Planning
Philanthropic Planning
Legacy Planning
OUR PURSUIT
We walk the journey with you, each step of the way.
Through an ongoing relationship, we help you pursue the following in your life:
Inspire Confidence
Imagine worry and fear fading as you make decisions based on a well-designed financial plan—leading to new levels of hope and contentment.
Ignite Passions
Imagine your true wealth aligning with what you care most about—unleashing the joy that comes from living out your purpose.
Awaken Gifts for Good
Imagine a life of joy where your unique giftings advance good beyond your own life—impacting those around you for generations to come.
How does equity compensation fit into your story of wealth?
