Our Core Beliefs:
Don’t build your savings without building your life.
You don’t want to climb a ladder your whole life to realize it was leaning the wrong way. Get clear on your values so you know where you want your money to take you.
The substance of life is through experiences.
People prefer using money for experiences as opposed to “things”. Start thinking of yourself as experience rich as opposed to money in the bank rich.
More money ≠ more happiness.
How you use your money is more important than your amount of money. The key is to align your money with your values.
Challenge the status quo.
Work part time. Take a year off. Start a business. Travel the world. Who cares? Use your money to follow your passions before “retirement.”
Build optionality into your financial plan.
Nobody can predict where you will be in 30 years. Live in the moment and plan for optionality in the future. This dramatically changes how you save and invest money.
The most important financial decisions occur in your 30s and 40s.
Important life transitions = important money decisions. Make strategic financial decisions during these transitional years of your life.