About Us

Kristi Denham is part of a team that helps people achieve a lifestyle where work is optional. The clients we tends to work with are hardworking high achievers that are diligent savers. They have realized that they need guidance to further scale their financial strategy. We have developed an optimization process that helps them be free of financial anxiety.

Consultations are complimentary and no decisions are made during this first meeting. We take the approach of doing life with our clients, not processing transactions.