With a heart that loves to travel and see the world. Ashley has a perspective on life that is contagious.
Be sure to ask Ashley about:
- Her sweet son Anderson and any of his recent stories.
- The latest book she read.
- The best new Instagram account you should follow.
Cliff before anything else is a loving husband and father. With two young kids he finds his nights and weekends are filled with stories, adventures, and endless laughs/exhaustion.
Cliff's favorite podcast is Hardcore History.
Be sure to ask Cliff about:
- Souping up cars to roar.
- His family's traditions for almost every holiday.
- The most hilarious story he has recently heard.
Ask our clients who their favorite member of the team is and they’ll likely say, Kate. Not a selfish bone in her body, she loves getting to know clients on a more personal level.
Kate may sometimes take life too seriously, so don't be afraid to be sarcastic and shake her up a little bit. It's good for her.
Be sure to ask Kate about:
- Her dream outdoor experience.
- Her adventures with Bullet the dog.
- And her amazing, loving family.
As a former youth pastor, Chris frequently heard young people’s stories and dreams. In his early career while working for a financial services company, Chris saw first-hand that traditional planning wasn't going to work anymore. He couldn't allow people to buy insurance or a 401(k) and believe it would bring them all of their dreams like Luke Skywalker using the force (He is a serious nerd).
Today Chris is a loving husband to his wife, work out partner and father to his two boys, and a prince charming to his beautiful, Disney-loving princess little girl.
Be sure to ask Chris about:
- His opinions on Chris Pratt and Paul Rudd.
- His favorite vacation destination.
- The latest hilarious occurrence in his life.
HERE ARE SOME THINGS THAT WILL NEVER CHANGE.
Dynamic Money exists to equip those who desire to identify and reach their dreams through affordable fee-based planning.
We focus on building a strong foundation, assessing your risk tolerance, setting clear goals, and monitoring your progress along the way.
Our strategy works and is highly relational. It’s not a fit for everyone, but we believe money is highly personal and planning should be too.
our commitment to giving back
Promise686 is committed to placing foster and vulnerable children into loving homes - locally and nationally.
To aid in its success, 10% of every client planning fee is donated to Promise686. And multiple times a year we run, eat, and (possibly) dance in the name of fundraising.
our promise to you
When you partner with Dynamic Money we promise to be more than a transaction, but a resource, a tool; and a key to your life’s greatest adventures.
We promise our full integrity and our best in every meeting.
unlock incredible peace in your life with a plan to reach your dreams.
Dynamic Money's Four Meeting Process
We have developed a process to cover all aspects of your financial DNA and create a comprehensive and highly-personalized plan to see your dreams realized.
We invite all clients to get to know our team and determine if we’re a good fit (because it’s always a two-way street.)
During this initial introductory time together, Dynamic Money will explain our role as your financial planner, some of the hidden parts of our industry, and how we are compensated.
meeting 1 - investments, client portal, and budgeting
In this first meeting, we will review your current investments and offer our philosophy and management.
The Dynamic Money team will introduce you to your personalized client portal. Consider your secured online portal an electronic hub for your financial portfolio. This digital software has incredible budgeting functionality for day-to-day life and projection tools to look ahead with confidence.
meeting 2 - Insurance and income planning
Insurance plays a vital role in planning, and not just your life insurance, but also your homeowners, auto and disability policies. We’ll dig into all of the details to make a plan that works in concert.
The Dynamic Money team will begin the initial income planning for your future to project your income, address debt and build a flexible plan to position you for retirement success.
meeting 3 - taXes and Estate Planning
In this time together, your will (if you have one) and tax returns will be reviewed in-depth. We will evaluate your withholdings, employment structure, deductions, distributions and answer all your questions.
While we’re at it, we’ll review your estate planning and simplify the forecasting of your future.
meeting 4 - final income planning and Full wrap up
We’ll utilize the time in this session to answer any lingering questions and make absolutely sure you’re confident in your plan for life and retirement.
We will also address all of life's what-ifs and devise a response strategy.
Lastly, we will schedule all Dynamic Money follow-up meetings because now that we’re friends, we want to stay in touch and hear all about your progress.