Thank you for your interest in our investment and financial planning business and story. Supporting our professional community is extremely important to us, and we love to share some of the wisdom we’ve built over our more than two decades in this industry.We are passionate about working on the front lines of our profession, challenging what it means to deliver impactful and authentic financial guidance in today’s modern world.
You will often find us giving interviews with industry leaders, like Michael Kitces and Bob Veres, and attending national speaking engagements. If any of these have led you here, we’re so glad our work has inspired you to want to know more about us.
If you’d like to talk to Tanya or Cooper, you can book an appointment with us below. Due to an overwhelming response to some of our talks this year, and in an effort to do the most good with what we share, we are asking for a small fee for our time.
We will be donating all proceeds from our advisor consulting calls to two non-profits we love who are doing amazing work solving issues that matter to us.
Are you looking for guidance with a big decision? Would you like to talk through a roadblock you’re facing like: should I open my own firm, change my fees, leave my firm or choose a niche? Or do you want to learn more about how I transformed my life and business? Book an extended appointment with me below and I’ll be happy to connect about whatever may be on your mind.
We just signed up for our third year of Limitless Adviser Coaching group. As charter members we’ve been a part of it since the beginning. It really has been the key to major shifts in our mindset, which have resulted in exciting transformations of our lives – professionally AND personally.We’re hosting group calls to give you a chance to ask us questions about our experience with the people, the process and the program. And more importantly Tanya will share why she chose this coaching group over the many other coaching programs out there, and why she’s continuing into her third year.
If you’d like to learn more about our Limitless Adviser Coaching Program experience to determine if it’s right for you, please email us. We’ll add you to our list and check back with you with the time and date of our next webinar with Tanya and Cooper to answer questions about the program. Registration for 2020 is closing soon, so don’t delay!