second mountain philosophy
First Mountain
Second Mountain
Second Mountain
Your first mountain is where you worked hard to secure a good job, established yourself, earned money, and achieved traditional success. Now that you have reached the top of that mountain, you realize there might be another mountain. A Second Mountain where you begin to focus on things that matter and are truly worth wanting.
Second Mountain
Second Mountain
Second Mountain
For your Second Mountain, you are ready to enjoy your work, further commit to relationships with your spouse, family, and friends, embrace your physical and mental well-being, and are ready engage in your community to help form a path between the mountains. A path that helps add more meaning and purpose to life.
Our Philosophy
Second Mountain
Our Philosophy
We recognize a need in the investment industry to offer a more expansive financial planning process. By taking a Second Mountain approach, we aim to go above and beyond the status quo by working with only a select number of clients, on a flat annual retainer fee. We will take care of all your estate, investing, insurance, and tax planning needs to make sure you get the value you deserve.
second mountain Trail Path
Create a Trail Map
Create a Trail Map
Create a Trail Map
You begin by meeting our team to co-create your Second Mountain Trail Map. Your map to live life on purpose. A thoughtful exercise that considers where you are financially today and where you want to be, to help align your values and goals with your financial plan. All centered around the question - "what's important to you?"
Research a Route
Create a Trail Map
Create a Trail Map
After you map a vision of your future and benchmark your current financial reality, you need to find the precise route to get your financial house in order. You allow our team to design a plan so you can be confident starting up the trail path. You will feel safe on your journey, knowing you put in the work to reach the summit.
Use a Guide
Create a Trail Map
Use a Guide
You recognize that every trip into the mountains entails a certain amount of risk and you may need to alter your route. With an experienced guide by your side, you'll have that human connection to help you stay the course. Someone who can tap into a much larger collective knowledge on your path of exploration.