W
what
we do
for you
Focusing on Real Financial Life Planning
Helping people understand why they want to go someplace is one of the most important and valuable things we can do in our role as Real Financial Professionals.
We don't have a Pitch or a Pitchbook.
Instead, what you get with us in the first meeting is a Real Financial Life Conversation that will end up in your Statement of Financial Purpose. This document (Statement of Financial Purpose) serves as your "WHY" of where we are going.
Have you ever been asked by your advisor—the person you are paying to manage your money— what your money is being managed for? Have you ever asked other people with an advisor (that isn’t you!) if their advisor—the person they are paying to manage their money — has asked them, what that money is being managed for? Really managed for? It would be somehow reckless not to.
We have asked thousands of corporate executives, entrepreneurs, surgeons, retirees and celebrities this question. The answer was almost universally, “No…No one has ever asked me this. I had never thought of it that way.”
Very few people have taken the time to get really clear on why their money is invested the way it is. Very few people have taken the time to understand how they interact with that money, the role money plays in their lives, and how their investments support this.
Learn more about who we are and
what we stand for
Why we do what we do
We are passionate about helping people live their happiest financial lives possible. We are also on a mission to simplify personal finance and investing.
We understand ourselves how easy it is get lost in the financial world with the vast amounts of options and tools available. We want to take you through the HappyRich experience, so that you can focus on what truly matters to you.
Who We Work With
We want to make a happy difference in the lives of every family that we work with, so we only work with families who we feel we can serve best.