HERE ARE SOME THINGS THAT WILL NEVER CHANGE.

 

OUr Mission

Dynamic Money exists to equip those who desire to identify and reach their dreams through affordable fee-based planning.

 

Our strategy

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.

 
 
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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.