Steven Hanks, CFP^®

How do I help our clients live a richer life?
As a personal CFO, conversations with clients go much deeper than dollars and cents. Advising clients from an unbiased perspective, in a way that really digs to the root “why,” as opposed to the usual “what” and “how,” is an incredible process that I get to be a part of. Advising around investments, company benefits, tax mitigation, etc. are all a part of being a good advisor. But a great advisor and personal CFO always brings it back to the “why.”

How do I align my time and money with my values and passions to live a richer life?
Most of my time is spent outside work helping my four kids pursue their passions. We approach everything we do with a mindset of commitment and excellence while injecting fun into everyday life. When not driving around to a school or sports event, hanging out with friends or family at home or a local restaurant is how we define quality time.