WHO WE ARE.
YOU WILL NOTICE SOMETHING DIFFERENT ABOUT US
We are a DIFFERENT BREED of financial advisor.
We are hopeful. Hopeful not only for our future, but also for the future of our children and their children. To many people, the topics of saving and investing have become shrouded by inside technical jargon and fine print. At Financial Convergence, we’ve de-mystified it. We are educators that have sought truth and actively act as guides to help you make decisions from a place of strength that is congruent with your values. The security of your legacy shouldn't be in the hands of someone who can't pronounce your name, but you should partner with someone who shares your core values about the future you’re building.
Freedom Calls… Legacy Lives. What is the point of financial freedom? What does it look like when our time, money and values converge?
QUALITY OF LIFE
We believe that the quality of our lives is not determined by the quality of our answers. It’s determined by the quality of the questions we are willing to ask ourselves. We simply help our clients ask great questions. We work alongside them to implement their best answers! Starting a conversation never hurts. Reach out to start yours.