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Welcome to Life Moves Wealth

Independent, fee-only wealth and exit planning advisor for business owners and professionals.
We'll help you reach your financial goals with confidence.

You’re a business owner or high-level professional. We understand your unique personal and business financial planning challenges.
Whether you’re just getting started, thinking about selling, or somewhere in between, you’re in the right place.

We’re all about making you financially awesome!

The Financial Purpose Podcast

Our Latest Financial Insights

Why EBITDA matters for your business

Cover art for episode 37 of the Financial Purpose Podcast, How to Use your EBITDA to drive your business

If you’re running a business, you’ve probably come across the term EBITDA. Understanding this metric can be incredibly useful, providing insights into your company’s operating performance and helping to shape your strategic decisions. EBITDA: What It Is and Why... Continue Reading

What Happens to Your Business When You Die?

image of a buy-sell agreement document on an office desk

Let’s deal with an uncomfortable question: What happens to your business when you die? The thought of death is unsettling - it’s the great unknown of this life. Because no one really wants to deal with their own mortality,... Continue Reading

Bitcoin ETFs: A Guide for Investors

Mousetrap and bitcoin coin. Cryptocurrency is still a tricky asset class for many investors.

Bitcoin ETFs are officially available on US listed exchanges. This is a significant development in crypto trading. These ETFs providing greater access to the volatile yet potentially rewarding world of cryptocurrencies, particularly Bitcoin. As with any investment, careful consideration... Continue Reading

$33 Trillion and uncertainty

Cover art for episode 32 of the Financial Purpose Podcast, $33 Trillion and uncertainty.

Signs of economic uncertainty are showing up in more places throughout the BIG economy, which impacts the LOCAL economy that you and I intersect every day. From home prices to mortgage rates, car prices to auto loan rates, inflation... Continue Reading

About investment minimums...

Investment minimums are an old-school way for advisors to filter out prospective clients. Advisory firms and their advisors set investment minimums as a way to target growth of assets under management (AUM) and revenue per client. In fact, advisors... Continue Reading

Working ON vs IN your business

Cover for Episode 30 of The Financial Purpose Podcast, Working ON vs IN your business by maximizing your Operations engine, featuring Kendi Brown of Coati Consulting

Many business owners start their businesses because they see a need they can solve, they’re tired of being paid less than their true value, and they want to work for themselves rather than someone else. One day you wake... Continue Reading

Welcome to Life Moves Wealth.

Financial advice. Simple. On purpose.

CALL US TODAY: 602-223-1801

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