live richly


"I think everybody should get rich and famous and do everything they ever dreamed of

so they can see that it's not the answer." -Jim Carrey, actor

Not everyone will be rich. But virtually everyone can choose to live richly.

Empirical and anecdotal evidence point to the following key factors to living richly:

  • Creating financial margin

    No matter how much money you make, you won't live comfortably if you're over-spending. Financial margin brings peace and provides the opportunity to be generous, regardless of your income.

  • achieving higher goals

    Success looks different to all of us, but determining what's most important can help you prioritize your spending.

  • having significant relationships

    Living richly gives you the opportunity to have positive influence on those who mean the most to you; your family and closest friends. Pursuing significant relationships means putting others first, and self second.

it is better to give than to receive

We're not sure what comes first: generosity or happiness. But, the research is robust:

Generous people live happier, healthier lives.

We like the idea of being a firm that inspires people toward generosity. We help clients understand how to use money as a tool to enhance their own lives and the lives of those around them

To us, Living Richly means putting money in its proper place and using it as a tool, not as a goal.