If you are a business owner or a high achiever and are experiencing any of the thoughts above, something has to change. This sacrifice should be expanding your freedom for yourself and the ones you care about, not stripping it away. If it isn't, then what is the purpose of the sacrifice?
You deserve to Thrive, not just Survive.
Furthermore, if the money you are making is not being spent intentionally on what truly matters, you are not only sacrificing today, but you are ROBBING your future self and future generations of a better life. This lack of clarity and intentionality continues to compound little by little every day.
And the true cost of this is when you are sitting in your office alone late at night working on an aspect of your business or job you do not enjoy when you should be spending time with your family.
Watch this fun & inspiring short video for a taste of living your best life today & tomorrow.
At IWP, we believe that at the core of the most impactful financial plans is YOU. After all, wealth is really just a tool to make your life better.
And bring in simple to understand plans and concepts that are meant to bring YOU to your hopes, dreams and goals. We achieve this by adhering to the following principles.
See us as your financial guide to navigate the various aspects of financial planning. We bring relevant professionals into the conversation as well so you know that your plan is being integrated along all the relevant financial topics.
Our team of CFP professionals are here to build lasting relationships. This is why we adhere to the highest ethical standards within the industry and are fully transparent about our services and costs. See Pricing
We help our clients realize their hopes, dreams, and goals so you can live your best life today & tomorrow. We want to know you are your story before we even discuss finances. Doing so allows us to truly understand what is important to you and properly guide you to your desired future
We do this with highly customized and tailored solutions for your specific needs by blending expert human advice with robust technology. This combination allows us to focus on the right things so you can get back to spending your time on what matters most.
Founder/CEO
derek@intrepidwealthpartners.com
I was born in Ireland to a South African mother and German American father. I have a passion for world travel and adventure and believe it or not was actually compared to "The World's Most Interesting Man", although I am not sure I deserve it!
A few bits about me:
● Triple Citizen
● World Traveler and Delta Million Miler
● Husband, Father, Patriot
● Car Enthusiast
● Aspiring Surfer
● I love the United States of America
● InBusiness Magazine's 40 Under 40 Class of 2019
● Money Nerd
I love helping my clients leverage their money to live their best life today & tomorrow.
As a Virtual Financial Advisor and Certified Financial Planner® Professional I serve clients from coast to coast through my virtual model and love working with Intrepid World Travelers who love adventure as much as their country. I am open to working with people who share similar passions and philosophies on life, not to mention people who love dogs, yet limit the amount of clients we serve at any given time.
Please think of me and the Intrepid team as your expert virtual wealth partner feel free to contact me with any questions you may have.
Cheers,
Derek
