The firm provides deeply personal financial advice to individuals, families, small business owners focused on achieving financial independence.
Financial independence is getting to that place in life when earning an income is entirely a choice and there are adequate financial resources for a desired lifestyle forever thereafter.
We empower each client to see their financial life as an 'business' to be managed everyday. They're the Chief Executive Officer (CEO). Our role is to be the Chief Financial Officer (CFO). Their Personal CFO. There are six areas of a financial life - - financial position (cash flow, cash reserves), protection (diability, death), investment (education, home purchase), retirement (financial independence), tax, and estate (wills, trusts).
As Personal CFO, we become completely and deeply engaged in every facet of a client's financial life with a particular focus on enabling the achievement and preservation of personal financial independence.
Our clients are everyday people who live everywhere on the Planet Earth. They're accomplished at what they do in life and wanting to make sure their accomplishments translate to financial independence.
YellowBrickRoad Financial Advisors is particularly focused on financial independence because the largest segment of the population (i.e. baby boomer generation) is approaching their retirement years.