Aligning Your Values,
Vision and Wealth
service financial planning firm serving clients across the country.
Markets Are Unpredictable
We Are Not
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Aligning Values, Vision and Wealth
We design, implement and maintain custom-tailored wealth management strategies and solutions for affluent families, business owners, highly compensated professionals, and those who are facing a significant life transition.
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Upcoming Events
We are educators and focused on telling you the truth about the markets and about investing. We provide a variety of learning opportunities to help increase your financial IQ.
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How to Be Your Best
When you are random with your thoughts and actions, mediocrity can result in lost opportunities. We believe in a process that can help you to be your best. We’ve used this process to help hundreds of clients pursue their financial goals.
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My purpose is to help you find contentment and happiness in living a simpler, but more successful financial life.
The Truth Project Book
Wayne von Borstel, CFP® ChFC®, CLU, MSFS, takes us on an eye-opening journey through the minefield of financial myths that prevent too many from reaching a fulfilling retirement. Based on a quarter century of experience as a financial coach and advisor to high net worth investors, the author goes beyond merely warning about the perils of financial myths. He provides alternative strategies based on a foundation of core truths that cut through the ubiquitous financial propaganda generated by product marketers and their media cohorts.
Upcoming Events
The Big Tease with Guest Speaker, Weston Wellington
Randomness vs. Financial Readiness
Free Second Opinion
Financial decisions are hard to make. Our VISION TO WEALTH PROCESS™ can help. Please provide your name and contact information and we will be in contact with you shortly to schedule your free second opinion.