Focusing on Your Finances so you Can Focus on Your Passions

We're committed to helping you work towards your financial goals with advice that withstands the scrutiny that comes with the test of time.  

We're dedicated to providing you guidance towards a prosperous and liberated future. 

Imagine starting your week with a sense of purpose and excitement, knowing you have the freedom to pursue what you love. Our mission is to offer the financial insights and support you need to make informed decisions, helping you take steps toward your goals and approach each week with confidence and enthusiasm. 

 

 

What A Great Monday Looks Like

Cash is Your Servant, Not the King

Others say “cash is king” but we say “liquidity is king”. If you don't have liquidity, that's where we start. Your money should serve you, not the other way around. Let's create a plan that ensures your cash flow works for you, helping to grant you the freedom to live life on your terms. 

Client Testimonial

If you want to be listened to and work with someone who truly cares about your success, Matt is your guy. From our first meeting, I realized working with Matt would be different—I no longer felt like just a number. Matt’s team shares my vision and game plan, helping me plan for early retirement and more family time. Matt is hands-on, straightforward, and communicates effectively. He’s not just my financial advisor but also a trusted friend and sounding board. His passion for what he does sets him apart. If you have money to invest and want a solid plan, definitely call Matt.

Jared Baker, Client | Security Sales | Oklahoma City, Oklahoma
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Boost your financial knowledge.

Expert Advice, Strategic Solutions

Years ago, Matt attempted to install a patio himself, only to end up in a mud pit. After 1.5 years of cutting it out and it just sitting there unfinished, he finally hired experts who completed the job beautifully in just 2.5 months. Once it was complete he realized that it turned out way better than if he would have tried to finish it himself because he only knew what he saw from hardware stores vs the plan the designer was able to create. With the right guidance, what he had been stuck on became a reality. 

In all our lives there are times when we are better off hiring an expert, when someone could do it better, quicker, or when we don’t realize what is possible because of what we don’t know. There are things we don’t do very well but someone else does. We believe that two things can be true at the same time: you can be knowledgeable and still benefit from expert guidance.

Now is the time to get help. Now is the time to hire an expert. Now is the time to gain your financial independence.

 

 

Now is the time to get help. 

Now is the time to hire an expert. 

Now is the time to gain your financial independence. 

Together, we’ll make every Monday something to look forward to.