facebook
twitter
instagram
linkedin
google
youtube
vimeo
tumblr
yelp
rss
email
podcast
phone
blog
search
brokercheck
brokercheck
Play
Pause
Start Here
Financial Planning Done Differently
EVOKE Life Planning Process
Who can be a client?
What can you do for me?
What's it going to cost me?
What planning will we do?
About
Me Professionally
Me Personally
My Affiliations
Media Mentions
Videos
Most Recent
Topics
Blog
Free Stuff
Book a Meeting
Contact
Experience Financial Planning Done Differently
Find out how Different Here
What are the most essential elements of a fulfilled authentic life for you? Let’s plan for that.
Learn More
Get a bit of education while seeing America’s wilderness with these video shorts.
Watch Videos
Hourly fees with no minimum portfolio size.
View Costs
Is this a
good fit
for you?
Who Can be a Client?
Location-independent meetings (phone or video) and flexible times for your convenience.
Get in Touch