Enduro Financial was founded with a unique vision- To COACH you to a better financial future by utilizing an Endurance Sports APPROACH to Financial Planning.
The fusion of ENDURANCE SPORTS and a FEE-ONLY, FIDUCIARY, and INDEPENDENT FINANCIAL PLANNING and WEALTH MANAGEMENT FIRM: A UNIQUE and BETTER APPROACH.
In my pursuit of many endurance challenges over the years, I found that in order to achieve a monumental goal, you needed to hire an seasoned coach. Someone who could simplify and clarify the process of planning, preparation, and execution. Someone who could hold you accountable. Someone who could anticipate and prevent mistakes and setbacks. Someone with wisdom and who had been there and done that. Someone who would celebrate with you at the finish line.
I have found that you also needed a community and a support crew to help get you there. A support crew for camaraderie. A support crew who could cheer you on when times get tough. A support crew you couldn’t let down.
Enduro Financial completes that original vision by providing you with an experienced coach, a support crew, and the tools and resources you need to execute your financial goals.
What does it mean to be a Fee-Only, Fiduciary, and Independent firm? And why you should care?
Financial Planning & Coaching aligned with you and your Financial Goals.
- Fee-Only: No Sales people. No commissions.
- Fiduciary: Always in Your Best Interest. Avoiding and Disclosing Conflicts of Interest
- Independent: Solutions designed for our clients through long-term relationships
Investment Management | Financial Planning & Coaching | Tax Planning & Prep
My investment philosophy is simple: Your portfolio needs to fit you. You have a unique investment personality and behaviors. I help clarify and quantify them, so we can align you with your portfolio. Empowering you to take the emotions out of investing. Giving you back the time and energy you need to focus on what really matters.
Financial Planning and Coaching
Many people avoid financial planning because it is cumbersome, one-size-fits-all, and quite frankly not a whole lot of fun. Instead they go it alone with no plan at all.
I offer an alternative. The Financial Endurance Plan. An affordable subscription based solution providing you with an initial plan and on-going support. Customize your subscription to the level of service you need.
Tax Planning and Preparation
Tax Planning and Preparation are an important part of managing your financial future. That is why we have created an integrated approach to Financial Planning and Tax Planning. It is important to take a proactive approach to taxes in order to manage the long term impacts on your financial goals and future.