Who are we?
We exist to help you become the hero of your financial journey
Here’s the truth, we all have jacked up relationships with money. Most of us don’t want to hire an advisor for a counseling session on finances, though. We hire an advisor to make sure we never run out of money. Totally get it. We’ll help with that.
But we’ve learned first hand when we change our relationship with money, when we can emotionally detach from money and use it for what it is, a tool to accomplish our life’s purpose, our lives will change.
And THAT’s ultimately what we are after.
How?
We’ll TEACH you how money works – why we’re selling certain stocks and buying others, why giving is a necessary part of your financial plan, why renting could make more sense than owning, why we can’t save our way to becoming a millionaire or multi-millionaire, why having a budget is important but not the end all, why it makes sense to pay off certain debts and keep others – and through these convos, we’ll reconstruct what wealth means to us and our relationship with money will change.
And we’ll ENCOURAGE GENEROSITY. Part of that change is realizing we’re a steward of our money, we don’t own it. When we’re willing to freely give money to help people, when we are cheerful givers, money loses its control over us, because we can’t both give generously (rooted in love) and want to hoard it (rooted in fear) simultaneously.
Combining education and generosity will be our secret weapons to changing how we view and use money, and in turn how our lives will change.
Our Partners
Meet our founder, Matt Morizio
I’m not exactly a poster child for conformity…
I spent my childhood chasing a dream to be a professional baseball player when the odds were heavily stacked against me and 99% of people told me to be more realistic. But I found a way.
I got engaged to the woman of my dreams after 5 months of long distance dating and married her 5 months after that, despite the concerns we were “going too fast.” We got pregnant when we were homeless, sleeping on parents’ couches. Now we homeschool 7 incredible children and have been happily married since 2010.
I’m a licensed financial advisor who has leveraged hundreds of thousands of dollars on credit cards all in the name of building a firm that educates people on the game of money, not exactly textbook financial wisdom.
But my journey is exactly why I connect so deeply with clients.
I believe God has big plans for each of us, and when we chase those dreams relentlessly, it’s a guarantee that life won’t go as planned. “How it has always been done” won’t work.
When we’re chasing a life most others aren’t, we have to think and act how most others don’t.
And that’s what I’m after, how to help people in the messy-middle of their pursuit of excellence, helping them change their relationship with money from the inside-out so they can be freed from the emotional chains money has over us.
Want to know more?
We want people to WIN in all areas of life, and if we’re the right partner to help for you, we’ll consider it an honor.