My passion is your growth

For 26 years, my deepest passions have centered around the process of watching something or someone grow, build, and mature. The process! It’s what I love. Great things take time, planning, and execution. That’s why I like to build things in my shop, why I like to shepherd people in my church, and why I like to coach people in various aspects of life. I derive immense satisfaction from assisting individuals in crafting a roadmap from point A to point B, and then witnessing their diligent execution of that plan to achieve their desired outcomes. Whether it’s about goal-setting, defensive strategies, or offensive maneuvers, these principles extend beyond any basketball court (a sport I hold dear) and apply to every facet of life.

If you’ve never embarked on the journey of setting life goals, consider me your coach. Should you lack a robust defense to safeguard what matters most to you, I’m here to guide you. And if you haven’t yet discovered the offensive strategies that resonate with your unique strengths, let’s explore those together. Additionally, let’s conduct a life audit to identify the daily practices that propel you toward your goals and pinpoint any habits that hinder your progress.

My unwavering passion lies in your growth and success across all dimensions of life. As a financial advisor, I’ve come to realize that financial planning transcends mere numbers—it’s a profound form of life planning. Every financial choice you make is a spiritual decision of sorts because the spending or saving highlights clearly what is important to you in that moment. By analyzing your financial choices, you’ll discover some deep truths about yourself (some good and some not). I eagerly anticipate embarking on this transformative journey with you. Through this process, we will determine what defense we need to run, what offense needs to be implemented, and work together towards making your goals come true.

Coaching Strategy

Life Audit

We have to learn where you currently are before we can determine the steps to get where you want to go.

Defensive Strategy

Life will come at you from every angle. We have to make sure you have a defense in place to protect what you care about.

Offensive Attack

Defense comes first. However, once you are fully protected, it’s time to talk about how to score and win.

Consistent Life Audit

It’s important that once the initial plan is in place, that we keep meeting, analyzing, communicating because your life will change over time and your strategies will have to change along with it.

Discover what makes most sense for you and your family.

It’s time to build your future

We’ll be with you every step of the way.

What our clients are saying

-Clay

“My family means the world to me. Tim helped me design a plan that would both protect my family and provide for their future. I can’t say enough about how thankful I am for his guidance.”

-Blake

“Running my own business was always my dream. Tim helped me from the very beginning build that dream into a reality. I can’t thank him enough.”

-Zach

“As a doctor, having Tim help me formulate a plan to address my debts from medical school was invaluable. He helped direct me to the right resources to refinance my loans, built a budget in a way to where those loans were gone quickly, and before I knew it, we were able to start having fun conversations around investment opportunities and building a legacy for my family. He’s meant the world.”

-Monica

“During a time of financial crisis, Tim helped me pause, calm down, and make the right moves to climb towards financial freedom. His ability to meet people where they are is unique and special. He is more than a financial planner, he is a life coach.”