Financial planning for the best of the midwest.
Chart your best path.
Financial planning + wealth management is the blueprint for designing a life that aligns with your dreams and aspirations.
It's not just about numbers; it's about designing your life.
From achieving significant milestones like buying a home to enjoying a comfortable retirement, a strategic plan empowers you to turn your life's vision into a tangible reality.
You might be a good fit if you:
✔️ want to feel in control of your finances
✔️ are close to retirement and are feeling uneasy
✔️ are tired of being sold products instead of hearing solutions
✔️ want transparent advice that’s in your best interest
Who we serve.
We believe money doesn’t bring happiness; it brings freedom and flexibility to pursue happiness.
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Shean Fletcher
Founder | Wealth Advisor
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Armahn Hadjian
Wealth Advisor
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Will Cocking
Wealth Advisor
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Braden Wilson
Wealth Advisor
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Leah Fletcher
Client Experience