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See What Clients Are Saying

Chris & Morgan

Chris - "One of the best investments my wife and I made in 2022 was working with Dave. It was one of the best strategic investments we have made in the last 17 years we have been together. 

In our situation, we also were lucky enough where our investment with Dave not only paid for itself, we made money. In our engagement process, Dave discovered we were not taking advantage of a tax situation which was financial significant. We were able to properly work with a tax professional and made the adjustment which netted a return which by itself paid for (and the some) the investment with Dave.

However, even without the financial savings, the investment was well worth it and the impact has been substantial. For the first time in our lives, we have a co-authored financial roadmap for our family which we both have fingerprints on. Dave also helped us understand the psychology of money which allowed us to strengthen our relationship.

I can’t speak highly enough of Dave’s communication, character, collaboration, and partnership. I highly recommend to anyone reading this to invest the time for an initial call. I am confident it will be one of your best decisions of the year." 

Morgan - "To echo my husband's testimonial, working with Dave was one of the best investments we have made in our 17 years of being together. 

Going through this process with Dave has helped me understand our financials in a way I didn't before and it also helped us to be able to talk about money and not to argue about money.  My initial reaction to working with Dave was one of hesitation and fear.  I am the spender in our family, the complete opposite of my husband.  I was never really taught about how to financially plan and I didn't want to feel dumb.  Money has always been a topic of conversation in our marriage and early on it was the main topic of arguments and stress.  I used to avoid the conversation about money because it was never a positive one and always turned into an argument.  My husband does an incredible job of handling our finances but we did not know how to communicate about money or how to best plan for the future we wanted. 

Meeting with Dave has been invaluable in helping us strengthen our relationship and conversations around money.  He pushed us to answer tough questions honestly and really hone in on what we wanted out of life.  Dave never made me feel dumb and truly helped me and us communicate and understand each other better when it comes to money.  He asks thoughtful questions and is incredibly knowledgeable and insightful.    I highly recommend working with Dave!"

Gary & Caitlin

"It was a good decision we did it, but it ended up being 10 times better than I even thought it would be. There's no downside to working with you, there just isn't. You're not going to regret it."

Jordan & Ashley

"Having that coach and mentorship there and the ability to be candid around finances is something that's kind of a breath of fresh air. It's been nice to have somebody to lean on with our own thoughts and get really specific guidance we can act on."

Zach

"After (working with you) I was very clear, I followed through on what we had planned because I was excited about it. I saw a huge ROI afterwards, it was definitely worth what I put in times 3 at least. When I took action on this, I saw huge benefits and big opportunities I wasn't able to see before because I took action."

Greg & Morgan

"Unless you are an expert in financial matters, unless you have all the time in the world to do the study to make the best decisions for yourself possible, then you need some help, you need some expertise and certainly for us, Dave's been the guy."

Reagan & Kati

"Our accountant that did our taxes said that we probably saved ourselves close to $12,000 in taxes after my equity had vested, and that was game changing! It was worth all and more for the help you gave us."

Dallin & Erica

"Overall there's very tangible impacts like with 401(k)'s, HSA's, living trust, all these types of things...but the best impact is the confidence and peace of mind we got from knowing what we need to do at the right time."