Our customized F.R.I.D.A.Y.™ framework is designed to help you align your money with what’s most important to you. F.R.I.D.A.Y.™ is different because it does not simply focus on how great things will be at some point in the future. In fact, it doesn’t even start with your finances at all! It starts by focusing on the qualitative nature of your present.
Family & Friends, areas of Recreation, and individual Interests that bring you enjoyment today are focused-on first. From there, we’ll explore the practicality and satisfaction that you derive from your Day Job, as a source of both financial resources and day-to-day fulfillment. We’ll concurrently explore future Aspirations like planning for retirement and college needs along with other wants and wishes. The final step in the framework is to balance and align Your Values in a way that gives you control of it all.
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Friends & Family
Once you’ve explored and prioritized what’s most important to you, we'll help you get F.I.T. with your money.