“My favorite conversation to have with clients, family, and friends is “Discovering Your True Purpose For Money,” where we take a look at your relationship with money. What actions or inactions does this relationship cause for you? How is that inhibiting, destructive, or unproductive? Can we create a new relationship or ‘True Purpose’ that will serve you better in life?”
Nick trains and develops families in creating, maintaining, and growing wealth. This includes educating clients on the science and academics of investing, comprehensive financial planning, and ongoing coaching to ensure discipline for a lifetime. Nick has seen this create incredible levels of freedom, fulfillment, and love for families he works with.
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