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.