If you have worked with financial firms in the past, you may be surprised by our approach. The difference is not so much what we do, but how we do it, and more importantly, why we do it.
We “get it.” Life is complicated, and no two clients or situations are the same. You may be nearing retirement and concerned about maintaining your lifestyle in light of rising costs. Maybe you are recently married and trying to figure out how to juggle competing priorities. Or perhaps you've unexpectedly found yourself alone with a host of emotional and financial matters to address at a time when you may not feel the best prepared to do so.
As the founder of Financial Independence, I understand the deep human need to have a sense of purpose and well-being. This is especially true when faced with unique challenges inherent in various life stages. After 13 years working at large financial institutions, I aspired to build a firm with a much greater purpose than meeting sales goals or enhancing shareholder profits. I believed that by improving the well-being of clients and helping them live their best lives, we would improve our own well-being, resulting in a life enriching experience for both employees and clients.
It is not what we do that makes the difference, but why we do it. We are driven to help all our clients achieve financial independence and live their lives on their terms.