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As a financial and life coaching firm serving clients in more than 30 states, we are headquartered in historic Wethersfield, Connecticut with additional offices in Reston, Virginia, and Burlington, Vermont.

Printable driving directions Wethersfield, CT

Printable driving directions Reston, VA

AWAKEN YOUR DREAMS
Create the future you imagine. Feel confident about money. Worry less.

5 Wealth Creation Strategies
Get your report today and see wealth building strategies and common investing blunders people often make--and potential ways you can avoid these mistakes in your portfolio.

CLICK HERE FOR YOUR FREE COPY

Hear Episode 15, 5 Wealth Creation Strategies on our Podcast!
The radio show airs Saturday mornings on ESPN FM 97.9 – 7:30am, and News Radio WPOP AM 1410 and FM 100.9 – 10:30am eastern time.

CLICK HERE TO LISTEN

CLEAR PATHS TO PURPOSEFUL LIVING
As an investing and life coaching firm, we're committed to educating investors to inspire new possibilities for your future, protect you from unwise choices, and empower you to realize your financial potential.

Our caring financial coaches will guide you to discover your unique purpose and passion, then plan and invest to live a life you love.

Empowering Education & Events

Your Living Legacy

Financial Coaching

WHEN YOU THINK OF YOUR FUTURE, WHAT DOES IT LOOK LIKE?
Whether you want to tap into what’s next, make work optional, retire, or build a legacy that flows out into the world — you can live a more fulfilling, intentional and enjoyable life.

Get to the heart of your purpose, make informed choices, and confidently reach for your dreams with breakthrough financial education and coaching that can help transform your family’s future.

CELEBRATE OPPORTUNITIES TO EXPLORE
We all have dreams and many of them rely on financial success to become a reality. While the path toward success is fueled by positive intent, sometimes our efforts don’t get us to the desired destination.

This is why we always begin with an exploration of your purpose.

THE AMERICAN DREAM EXPERIENCE
EMPOWER YOURSELF

ADX-Matson
2 Day Online Summit
Thursday, January 28 and Friday, January 29, 2021
12:00 noon-8:00 pm Eastern Time

Reconnect with what you dream of having out of life and create a new mindset to pursue it.

Learn about investing based on Nobel Prize-winning academic principles and the difference it can make for you and your family.

Rediscover and realize your own unique version of the American Dream.

SEE ALL EVENT DETAILS

INVESTED WITH PURPOSE CAN CHANGE YOUR LIFE
Consider taking a powerful step to explore financial freedom and redefine true wealth in your life. At its core, InvestEd with Purpose is about the freedom to create the future you imagine, feel confident about money, and build a better world for generations to come.

Find out how at the next InvestED With Purpose.

LISTEN, READ & WATCH
36 YEARS OF GUIDING OTHERS TOWARD FULFILLMENT AND SUCCESS

Inspired Life Blog

Videos & eBooks

Your Money, Your Purpose Podcast