You’ve risen to a level of success in your career. You want a financial partner that understands the demands on your time and what’s at stake.
Where Are You Now?
- Balancing your commitments at work and home feels like something has to give
- Decisions about money are more complex requiring time and attention you just don’t have
- Your career success brings an increased level of corporate, industry or regulatory scrutiny on all financial decisions
- The tangled web of ‘What Ifs’ can make decision-making unwieldy
- You question whether the urgency of decisions today will limit your tomorrow
- Money feels like a stressor instead of a blessing
Where You Want To Be
- You spend your time doing what you LOVE instead of minding your money
- You have a plan - you know what’s next and what’s needed
- Decisions are coordinated and intentional
- Costly unintended consequences are avoided
- Decisions are made based on your PRIORITIES not deadlines
- When change is on the horizon, you make decisions with clarity, confidence and conviction
- Money is a blessing that empowers what brings you JOY in life
We Have a Solution for That.
We are a partner who:
Specializes in working with executives with complex financial landscapes
Communicates options, actions and results in terms you can relate to
Helps you leverage your career success to unlock the future you crave
Serves as your personal CFO to coordinate, advise and manage all aspects of your financial life
Makes recommendations based on you as a person, not a wallet
Understands the scrutiny that comes with your title and keeps you operating within the lines
Why Executives Like
You Choose Ignite
Our team:
Helps you leverage your success to fuel your life, not the other way around
Understands the demands on your time
Specializes – you wouldn’t go to a general practice doctor for brain surgery
Delivers a plan custom built for you
Applies the KISS principle – Keep It Simple …
As your personal CFO,
We Help You:
Simplify Your Life 
Remove Ambiguity 
Stay Focused 
Think Beyond the Numbers Simplify Your Life
- See your assets and liabilities in a single page with your personalized financial ‘map’.
- Transfer your to-dos to us. We track key election and action dates on OUR calendar to ensure nothing gets missed.
- We securely transmit your investment tax documents directly to your CPA and coordinate tax strategy to take the stress out of tax time.
Remove Ambiguity
- Our target map process tracks your goal progress so you know clearly and simply whether you’re on pace to meet your goal.
- By modeling the projected outcome of various scenarios before you make a choice, decisions can be made with clarity and conviction.
- Keeping a watchful eye on your financials, we ensure your resources work as hard as you do to fuel your lifestyle today and in the future.
Stay Focused
- We filter through all the noise to highlight only what really needs YOUR attention.
- With a deep wealth of information and best practices, we can help you adjust more quickly and keep you moving forward when life throws a curve.
- We keep you ready to pivot when life changes or opportunities emerge. By ensuring all of your ratios are in line, you are better prepared to act on whatever comes your way.
Think Beyond the Numbers
- Relationships, careers, and quality of life can all be impacted by the choices you make. We help you think beyond the numbers so you can feel good about your decisions.
- We are here to listen, challenge and provide support anytime you need us to. Thinking outside the box can often lead to solutions you never considered.
- Every recommendation is grounded in what you value. By highlighting how each decision supports or detracts from what matters most, making decisions becomes easier and choices are clear.
It’s Our Passion
& Our Purpose
to Help You
Feel ...
We help executives from a wide range of industries
Where Are You Now?
Emerging Executive
As you climb the corporate ladder, life gets more complex.
Compensation, benefits and the decisions you make become more complicated as your career advances. What’s the best next move for you and your family? Having a partner to clear through all the noise makes decisions easier so you can focus on what matters most.
Established Executive
With great success comes increased demands for your time, talent, and attention.
The sheer volume of decisions at work and at home can leave you feeling overwhelmed and off balance. Having a trusted partner to help relieve the pressure can give you back precious time and energy to focus on Who and What need your attention most.
Exiting Executive
You’re ready for a change. Time to decide the what, when and how.
Whether starting your own business or retiring for good, timing and planning are the keys to ensuring a smooth transition. Having a partner that knows the landscape ahead ensures you are prepared to take the leap.
Want to Work With Us?
We Make It Easy.
To carve out time to meet with us, something in your life has reached a tipping point. We want to know what. We dive right in with a 45-minute call dedicated to learning about your most pressing concerns, what triggered you to reach out, and how we may be able to help.
Our clients tend to be decisive. They know pretty quickly whether they can imagine working with us. So we don’t waste your valuable time with multiple meetings. We get right to the meat of it and give you time and space to decide when to proceed.
