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 books she has read.
- And 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/exhuastion.
Cliff's favorite podcast is Hardcore History.
Be sure to ask Chris about:
- Souping up cars to roar.
- His family's traditions for almost every holiday.
- And the most hilarious story his recently heard.
She is many clients favorite person on the team and is one of the most selfless people you could know. She loves getting to know clients on a more personal level .
Kate may sometimes take life too seriously, so don't be afriad 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.
- This week's hilarious story of 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 - a deep passion of ours.
To aid in their success, 10% of every client planning fee is donated to Promise686. And multiple times a year we run, eat, and possibly dance in the efforts of fundraising.
our promise to you
When you partner with Dynamic Money we promise to be more than a transaction, but a resources, 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.
Dyanmic 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.
Before we meet we invite all clients to get to know our team, determine if we’re a good fit and drive the car around the lot.
Dynamic Money will clearly define our role as financial planners, some of the hidden parts of our industry, and how we are compensated
meeting 1 - investments, client portal, & budgeting
In this first meeting we will review how you are currently invested and offer our investment philosophy and management.
The Dynamic Money team will introduce you to your own client website that will combine all types of financial data and create a hub for all of your portfolio.
You will get a tour of and lessons to your new budgeting tool & understanding it’s functionality & benefits.
meeting 2 - Insurance and income planning
Insurance plays a vital role in planning, and not just your life insurance, but also your homeowners, auto, disability, and looking at the details together to ensure all of your needs are being best met.
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 & Estate Planning
In this time together you will have your tax returns & your will (if they have one) reviewed in depth. We will evaluate your withholdings, employment structure, deductions, distributions and answer all your questions.
Let’s also review your estate planning and make sometimes complex forecasting simple for your future.
meeting 4 - final income planning & Full wrap up
The grand finale is a time to ensure we’ve answered all of your questions and you’re confident in your plan for life and retirement.
In these meeting as we finalize your plan we will address all of life's what ifs and our strategy to respond.
Lastly, we will schedule all Dynamic Money follow up meetings to stay in touch and celebrate your progress.