We help you create customized financial solutions proven to reduce risk, increase growth, minimize taxes, and put you in the driver’s seat of your wealth.
Salt Lake City, UT
Joined December 2009
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Most of your rules were written for you. Write yours down. Then rewrite the ones that are not working. "Write Your Own Rules," new on The Perpetual Wealth Podcast: f.mtr.cool/6k8qmwb3ie
"Avoid getting something for nothing like the plague. Avoid it at all costs. It is a poison." Patrick Donohoe on "Write Your Own Rules" from The Perpetual Wealth Podcast: f.mtr.cool/4enrv4rgc5
The scariest thing in your finances isn’t a ghost. It’s blanket advice. 👻
Your income, taxes, and goals are one of a kind, so your strategy should be too.
Your business is an investment. It’s also an allocation decision.
“Go all in” is a compelling mindset, but it means a large share of your wealth sits in a single asset. Strong planning asks how to build wealth outside the business while you keep growing it.
Blanket advice ignores your taxes, cash flow, and goals.
Start with the whole picture: paradigmlife.net/
Is your financial plan built for you, or for everyone?
Your taxes, cash flow, and goals aren’t generic. Your strategy shouldn’t be either.
Investing everything feels like the responsible move.
Until your checking account hits $0 and the tax bill doesn’t.
“Pay off your house” sounds like great advice.
Until it costs you every dollar of liquidity you had.
Money exists to produce states of mind and an experience of life, not something objective like a big bank account or retirement account.
If you miss the point of what money is supposed to do, then you could have all the money in the world and have a very miserable life.
Your money isn’t about a big bank account or retirement balance.
It’s about the state of mind and experience of life it creates.
Get clear on the purpose first. The rest follows.
#FinancialFreedom #WealthStrategy
Independence = not being dependent on someone outside of your control.
Once you have it, financial freedom is the next step.
Money is merely a way to produce states of mind.
Not a number on a statement.
Before you set a financial goal, get clear on what your money is for.
Paying off your house and investing everything sounds smart.
Until you have $0 in checking and a $100K tax bill.
Direction without context can leave you worse off, even with 3x more money in the market.
What does your financial life need to look like to give you certainty?
He had $1.4M in checking. Then he paid off the house and invested the rest.
Now: $0 in checking and a tax bill that could hit $100K a year.
More money in the market ≠ more certainty.
#WealthStrategy #FinancialPlanning
Certainty → vitality.
Financial goals progress the same way human needs do. You can’t skip the foundation.
Maslow had it right about money too.
Foundation first. Then safety. Then relationships, self-esteem, and self-actualization.
Your financial goals follow Maslow’s hierarchy of needs 📈
Foundation → safety → relationships → self-esteem → self-actualization.
It all starts with certainty. Then comes vitality.
#WealthStrategy #FinancialFreedom
"I feel like I'm healthy because I weigh this much and this is my height." Nobody evaluates physical health that way. Most people evaluate financial health exactly that way: net worth and income, nothing else.