Our Purpose

Home – About – Our Purpose

The people who live in the Appalachian Highlands region of Northeast Tennessee and Southwest Virginia deserve to have great advice about their money. From our office in Johnson City, we’re working to help bring that reality to life.

It’s a bit cliché, but we want to understand our clients’ stories. Knowing what makes them who they are, and learning why they want what they want gives deep meaning to the work we do for them. It’s one of the things that most inspires us to do great work every day.

We believe that connecting someone’s priorities with how they handle their money improves not only their lives, but the lives of everyone around them.

After all, success with money is only as important as what you do with the freedom you’ve gained from it. Helping people gain this freedom is our way of making the world a little bit better place.

Bring clarity to people’s lives by giving them confidence in their money.

This allows our clients to focus on the more important things, like their families or their businesses.

Our Values


To know and to do what is most right.


Being enthusiastic is worth 25 IQ points. This is free to everyone.

Growth Mindset

The belief that our abilities aren’t set in stone.

Servant Leadership

Understand the needs of others and express gratitude for the opportunity to serve them.


A mix of different voices leads to better discussions, decisions, and outcomes for everyone.


The situation is rare where kindness isn’t the best place to start.

Want to learn more about improving your financial life?