Our template
for your success.

You bring the Why,
we deliver the How.

This is how
we do it.

Our goal is to help you reach goals faster and with less struggle and frustration along the way. This is how we do it.

Defining Your Money Story
You can't really know where you are going until you know where you have been. - Maya Angelou

At Ignite, we recognize that your relationship with money has its roots in a very personal place – how you were raised, your family, your culture, and your access to money growing up. Together these form your Why that drives your relationship with money and the decisions you make today. Asking why money is important to you helps define what you value so we can identify actions you can realistically commit to, and get you moving forward.

What Keeps You Up
Money only matters in the context of what it means to YOU.

Let’s talk about what’s on your mind, what keeps you up at night, and why you came to us. Do you have an unsettled feeling when it comes to money? Are you doing what you think you are ‘supposed’ to be doing instead of aligning your resources, habits and actions in a way that best benefits You? Our discussions are designed to help you feel comfortable and open up about where things aren’t ‘just right’. We help to uncover and define your ultimate ‘Why’ so we can see where things are out of synch. What’s working and what’s not so we can tackle it head on and make it right.

The Power of Why

Why is one of the most powerful words in our vocabulary when working with clients. Not only are we uncovering what matters most to you, your Why, we challenge notions that you can’t do something but simply asking Why? We uncover what is holding you back from moving ahead on what you hope to achieve and redeploy your resources toward what brings you the most joy in life.

Unlocking Your Resources

We treat your credit, benefits, assets, liabilities, income and expenses ALL as tools to build your future. We shine a light on often untapped resources and show you how making simple changes can both simplify your life and ignite your progress. Leveraging elements you already have can unlock potential, right at your fingertips.

Keeping Your Financial Life In Sync

While many people recognize the six elements of your financial life, it’s often overlooked how connecting them together drives greater synergy and success. Lowering payments frees up funds for savings, increasing savings can reduce taxes. By keeping all these elements working in synch, we keep you running on all cylinders to accelerate your progress and magnify your success.

Making Decisions Easier

Financial decisions can be intimidating and overwhelming. But you are not alone. We are here to help you evaluate all of your options and do the heavy lifting so you don’t have to. We run the numbers and project the outcome of your choices so you make the decisions that feel right for you, with complete information in hand.

Making the Unknown - Known

We create a clear and concise picture of what you have and what you don’t. We dig deep to uncover benefits you may not even be aware of and confirm eligibility and availability of benefits you plan to use in the future so you aren’t counting on something that’s not there just when you need it most. If there’s a pothole in the road, we find it and cover it so you can pass right by undeterred.

Aligning Money With Priorities

We all have competing priorities and sometimes conflicting information on where we should put our money first. Making decisions unaware of how they impact your other priorities. We help you understand the impact of where you place your money, when, and how so it has the maximum positive impact on ALL of your goals. We help you balance goals with obligations so you can accomplish what truly matters to you.

Making Investments Work Harder

Because we focus on planning first, we know where you can ‘afford’ to take more risk while ensuring your needs for short-term cash and long-term results remain in balance. We hit the gas where possible while keeping our foot on the brake elsewhere, keeping an even, controlled speed across your entire portfolio. For more information on our investment process, see our Investment Management Process.