Would you like to increase the likelihood that you’ll reach your goals by 77%?
Of course you would!

Studies show that a focus on collaboration, accountability and support can provide that lift; and that is why we started our unique DesignWealth program. We walk side-by-side with our clients every step of the way. We get to know you, your goals and dreams, and create a custom plan to get you there.

When you sign up, you’ll meet with your mentor often to get ramped up and onboarded—but we don’t stop there. Dreams change, life happens, so we are checking in often throughout the year to see how things are going and keep you moving toward those top dreams and goals.

We’ve built the process into 4 easy steps:
Step One

What’s Your Why?

Before we even begin to talk about money, we want to learn more about you. This isn’t about what you have, but why you get up in the morning, what motivates you, and what you’re hoping to achieve in life. Multiple meetings and exercises are designed to uncover what’s important to you, where you want to go, obstacles that might be in the way, and actionable steps to move forward.

Understanding your unique “why” is the foundation to your customized plan.

Step Two

Get Organized

Now that we know your why, it’s important to understand where you are now.

Cash flow is the cornerstone of creating and maintaining wealth. No matter how good the plan is, without cash flow, it’s useless. This step is all about helping you understand your cash flow (today and what could be) with our program, Master Your Cash.

This process also helps identify and streamline all the financial tools and products you’re already using.

Step Three

Explore Possibilities

It’s not enough to simply ask, “Where in the world do you want to go?” without first knowing what resources you have.

What if we suggested your mode of transportation was a unicycle? That would likely change your answer!

We know that there are many aspects to your life. Let’s visually represent all that is important to you on your journey to a wealthy life. Taking a look towards your future through this new lens will steer us in a clear direction.

Step Four


This is where the rubber meets the road. We have a strong foundation, clear focus, and are ready to go!
We’ll help you put the plan into action and be there to support you every step of the way.

Lather, Rinse, Repeat

DesignWealth is not a one and done plan you’re stuck with for the rest of your life. Goals and dreams change. We understand that, and continue to check in with you on a regular basis to ensure the plan is still working with you (and make adjustments when needed).

Ready to Get Started?

We’ve been dedicated to helping our partners grow for 25 years
Meet your mentors