For business owners and growing families, financial decisions are rarely simple. Income is irregular, taxes are complex, and personal and business finances are deeply intertwined. We help clients navigate that complexity with thoughtful planning, clear priorities, and ongoing support so decisions are made with confidence, not guesswork.
Tailored solutions
Business Owners
You're deep in the grind of building your business, wrestling cash flow, taxes, and exit risks every day.
Young Families
You're raising little kids, chasing homeownership dreams, and trying to keep the budget from falling apart.
Athletes
You've earned serious money fast, now facing NIL deals, post-career uncertainty, and people circling for a piece.
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01: Complimentary consultation
Connect with our team and tell us a little bit about your goals.
02: Build your plan
We’ll craft a personalized financial roadmap that aligns with your values.
03: Save money and grow your assets
Protect your hard-earned capital and watch it grow.
Frequently Asked Questions
Why is it called 3:23?
The name 3:23 comes from Colossians 3:23, which says, "Whatever you do, work heartily, as for the Lord and not for men.” This verse guides everything we do as your financial advisors. Whether we're referring you to trusted professionals, stewarding your assets with care, or helping you manage your dollars, we approach our work as stewards—not owners—of what ultimately belongs to God. We serve with love, humility, and excellence, always pointing to Him as the true source of provision rather than ourselves.
How often can we expect to meet / how often do we meet with you?
We keep communication consistent and accessible without overwhelming your schedule. All clients have full access to our calendar for on-demand calls whenever you need us. You’ll also receive weekly market updates, quarterly personalized portfolio review videos, quarterly financial plan update videos, and at least one comprehensive annual review (virtual or in-person). This structure provides regular touchpoints while giving you the flexibility to reach out anytime.