Our Clients
We serve our local Wyoming communities, from Laramie to Cheyenne and Douglas as well as clients across the country.
At the core we love helping those with strong faith-based values achieve their goals. We tend to find we can have the greatest impact on:
- Couples 10 years before or after retirement
- Couples with school age children
- Single individuals that have questions about their benefit packages
And of course, we always enjoy spending time with fellow mountain bikers.
We want to help those that matter most in your life.
- The two people you would take with you if you won a free trip
- The two people you would call if your car broke down at 2 a.m.
Resources
Guide to Financial Planning in Your 30s
Do you need an estate plan? Take our Quiz to Find Out.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Our Approach
- We aim is to lead with education and always check for understanding and comfort at every step.
- To ensure we are available when you need us.
- To listen and involve the entire family
- To provide flexibility and options for you to choose the right fit for you
When everyone else tells you there’s only one way to do something or you must do it their way, we say do it the right way for you.
Early on, I learned it’s better to leave things to the professionals because they simply know things I don’t know. For me, it was seeing a physical therapist. Sure, I knew I needed the help, but I always thought I’d stop going once insurance quit covering the cost and I felt like I had satisfactory results. But, having a child puts a lot into perspective, like health and fitness.
I now see the value in continuing my focus on health and fitness because I want to be able to play and coach my son, Zeek. The physical therapist provides me the ongoing accountability I need, and they can treat underlying issues I have yet to notice. Essentially, they keep me on track and making positive progress.
That’s what we do for your financial goals.
We are the ongoing support you may or may not even realize you need. We are your accountability partner to reach your life and business goals. And we are ready to help you find the success you imagine for you and your family’s future.
There’s always more than one way to do something.
Let’s work together to do it your way in a way that best serves you.
When Everyone else tells you there’s only one way to do something or you must do it their way, we say do it the right way for you.
I always thought I’d stop going once insurance quit covering the cost and I felt like I had satisfactory results. But, having a child puts a lot into perspective, like health and fitness.
I now see the value in continuing my focus on health and fitness because I want to be able to play and coach my son, Zeek. The physical therapist provides me the ongoing accountability I need, and they can treat underlying issues I have yet to notice. Essentially, they keep me on track and making positive progress.
That’s what we do for your financial goals.
We are the ongoing support you may or may not even realize you need. We are your accountability partner to reach your life and business goals. And we are ready to help you find the success you imagine for you and your family’s future.
There’s always more than one way to do something.
Let’s work together to do it your way.
In a way that best serves you.
Client Testimonial
My pension was just sitting there and needed attention to maximize those dollars down the road. Noah provided a comprehensive approach to our finances that was essential to us. Noah helped us think of our finances, like building a house with a solid foundation. He put us at ease, so we each feel comfortable and knowledgeable. With shared values, Noah's experience working with others like us and his ability to provide options makes him relevant and trustworthy. He has gone above and beyond! Regardless of how savvy or successful you are with your money having a conversation with Noah is in your best interest. He's amazing!
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
