top of page
Your entrepreneurial business is thriving.
You have found success and momentum!
Your business is creating value, you are paying bills, and there is some leftover for personal investment.
You do not have enough wealth yet to attract professional wealth managers, but you feel uncomfortable that you can build wealth by yourself.
What do you do?!
Let's get started!
The Challenge
How do I make the best financial decisions?
Financial decisions are often taught as unique, less relevant TODAY, and easily forgettable decisions.
Empowered Decisions
The Answer
The Decision FIRST approach:
Provide a consistent, repeatable decision process for a LIFETIME of great decisions.
PFR wraps you in the tools necessary for success!
Exceptional Quality
Easy setup with financial data aggregator and existing information sources
Develop plan using PFR’s Investment Barbell Strategy and PFR’s Savings Waterfall.
Quarterly connection with the PFR team. This is to ensure you are on track and make mid-course corrections if needed.
Personal Finance videos, podcasts, and related alternative learning resources.
Tech and related resources to help supercharge your confidence
Licensed Professionals and referrals
Check out our blog for case studies and videos.
What they are saying...
"The Investment Barbell Strategy is a massive help. The PFR team makes it work!"
Daniel Hulett - Co-President, The Hulett Brothers
​
Check out our VidCast with Daniel and how we work together
Pricing is built for the entrepreneur and creator.
A flat $100 / month fee
​
- or -
​
A % of revenue. For those with seasonal revenue streams - We do not get paid until you get paid.
bottom of page