A Valued Client Experience
New EveryDay Wealth Strategies was birthed from years of serving clients in the financial advising industry and chasing after a better client experience. I’ve never found contentment with the status quo. In fact, as I look back on my life, respectfully asking challenging questions and forging new paths show up most often through the most rewarding seasons of life I’ve experienced. This, along with my short writing titled “The Spirit of A Rhino,” should help explain our logo.
The Road Less Traveled
When I felt God’s calling on my life to start a financial planning practice, I knew what I would be up against. In this day and age, putting God first isn’t the most popular thing to do. In fact, it’s very easy to find yourself surrounded by Christians where the pressure of the business world sneaks in as priority number one.
The success rate of opening a financial advising practice is astronomically low, under 10% in the first three years. I knew the only way it would work would be if it was 100% God’s. To serve God’s children and His church. I knew that my road would be difficult. Not being a “yes person” but speaking truth into people while leading them through some of the biggest decisions they’ve made must be the standard, not the exception. Somehow, some way, with amazing mentors placed in my path, it worked. Then, as time went on, the question grew louder: What else can I do to serve my clients at a higher level? What would I want as a client? And I answered. Honestly. Without the mental confines of knowing what was possible in my position, I answered.
God Sized Dreams
In this new chapter where New EveryDay Wealth Strategies The Sports Agency takes the baton, the focus is on deepening relationships with our clients. Financial planning, investment planning, estate planning, insurance planning, tax planning, and a few other unique areas that will serve our clients at the highest level are all taken care of in-house. Our goal is to help the people we serve feel financially confident and in control, allowing them to LIVE THE LIVES THEY’RE MEANT TO LIVE. This is accomplished by giving them back more time and energy to focus on being incredible husbands, wives, friends, professionals, and much more.
Are You Ready to Take Control of Your Financial Path?
Book an initial conversation and we’ll create a flexible plan that will give you more time to focus on what matters to you and your family.