If you’ve ever wondered if you’re making the right financial choices, you’re in the right place.
- OUR BELIEFS
Taking Care of Your Financial Future, Beyond Just Investments.
- We don’t believe that how (and how much) your advisor is paid should be difficult to understand
- We don’t believe that you can sell insurance products and give unbiased financial advice.
- We don’t believe that your income or net worth is all that makes you an “ideal” client.
- We don’t believe that your credentials alone qualify you for helping others.
- We don’t believe that you personally need to be an expert when it comes to managing your finances.
Your Financial Success Starts Here
One-on-One Financial Planning
Our most hands on option for those that want to take their financial goals seriously.
Virtual Financial Coaching
Our most affordable option that gets you the guidance and support you need to reach your financial goals.
Self Paced Courses
A focused, digestible and thorough explanation of a specific financial topic. Think “Student Loans” or “Overspending”.
Hi! I’m Cory Nichols, and I’m here to guide you to a financial life that FEELS as good on the inside as it LOOKS on the outside.
My job is to help you navigate the uncertainty, the second guessing and the abundance of information to bring confidence so that you will:
1
Align your decisions and your finances around your personal values, rather than other people’s expectations
2
Use simplicity as a guiding principle, so even when things get busy and your calendar gets full you still make progress
3
Manage risk and exposure so that even in the worst of times you can continue to show up for your real-life obligations
4
And: create clarity for your financial well being, where you’re fueled not by fear or FOMO, but by answering this question: what does success mean to me?
You May Have Seen Me In:
- FREE RESOURCE
We don’t want your email address to send you a low quality PDF.
Instead, we’ve created a complete financial heath scorecard that is 100% free.
This financial support is going to be perfect for you if:
You love the idea of having more: more fun, more travel and more delight, but #adulting
You know you need to contribute to your 401(k), but what else and what’s next?!
You love the idea of having more: more fun, more travel and more delight, but #adulting
You know you need to contribute to your 401(k), but what else and what’s next?!
You have big dreams and big ideas, you also know that it won’t happen overnight but how can you get there quicker?
And you’re hungry to start, if only you weren’t always fighting the current of your busy-ness.
You have big dreams and big ideas, you also know that it won’t happen overnight but how can you get there quicker?
And you’re hungry to start, if only you weren’t always fighting the current of your busy-ness.
- STATISTICS
If you're a numbers person like me (and even if you aren't), you'll enjoy these stats.
of Americans report working with a financial advisor.
0
%
of American report feeling stressed about money at least monthly
0
%
of American worry about money daily
0
%
Your financial peace is right around the corner.
