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      Service Before Self     


We are legally bound to put the client’s best interests ahead of our own.

Close the Wealth Gap

We advocate for policy that eliminates racial and gender gaps. 

Money Mindset Profile

Discover tools that pinpoint financial attitudes, wealth-building behaviors, and investor risk tolerance.

Available virtually or in-person

Schedule a time that works for you.

Evaluate our services and pricing in 3 easy steps.  

1. Schedule a phone or virtual meeting Let's learn about each other, to make sure it's a good fit. Then, we discuss the next steps. 

2. Attend your free initial consultation meeting. In this meeting we provide a sneak peek of how our advice and services can be valuable for you and your family.

3. Think about it, review your options. 

Review our service options that will maximize your security, confidence, and financial freedom.









*After free consultation and signed agreement*

Schedule a call today. We’ll create a plan so you can start living the life you want.


You have done things no one else in your family has done. It took smarts and hard work. Don’t gamble with your hard-earned success. Who is looking after your legacy? Do they understand how far you have come?

We will do a complimentary financial review before we can diagnose what service is best for you. Once we learn about you, your family, and your goals, we can start climbing, together.  

Our approach is centered on financial planning, which examines all aspects of your financial life. Throughout our planning process, our goal is for you to feel confident about your journey ahead and empowered to take control of your future.

Your Climb starts here.

(423) 556 – 6727

100 Cherokee Blvd., Suite 2012, Chattanooga, TN 37405