FOUNDER STORY
"For us, a financial strategy is so much more than a retirement plan. It's about creating a plan that enables you to live passionately and adventurously now." -Chris Young & Andy Inman
Having 29 years of combined experience working in the industry, Andy Inman and Chris Young set out to offer fellow outdoor enthusiasts an alternative solution to wealth management - one that caters to individuals with a passion-fueled lifestyle and enables them to live in the now rather than waiting for retirement.
Active outdoorsmen ourselves, we want our partners to see financial strategy as the foundation for your adventure plan -whether that’s helping you in planning to take a year off to hike the Appalachian Trail or taking a two week heli-skiing trip every year- guiding you in managing your wealth to fit your life is our top priority.
After you complete the form below, we will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice we provide, and the costs associated. We look forward to meeting you and discussing your financial future.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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We will contact you to set up a complimentary meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice we provide if you decide to work with us.
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We look forward to helping you achieve your financial goals.
This offer is valid only in the United States.
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If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about our practice. When you refer us, they will receive an email with a link to our website where they can learn about what it’s like to work with us and reach out for a complimentary consultation, if they choose. We look forward to the opportunity to help your friend or family members achieve their financial goals.
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The person you refer will receive an email with a link to visit our website and contact us for a complimentary consultation, if they choose. We will be notified of your referral with your friend's contact information and may reach out to them directly.
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Your referral will receive an email with a link to visit our website and contact us for a complimentary consultation form. We will be notified of your referral with your friend's contact information and may reach out to them directly.
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