This same principle applies to your financial priorities. Often your most deeply held aspirations and values – the ones that should be driving your financial plans and strategies – are clouded by the complexity of everyday life.
Often your most deeply held aspirations and values - the ones that should be driving your financial plans and strategies - are clouded by the complexity of everyday life.
By stripping away the old beliefs and preconceptions that build up over time, you can focus on goals that matter with a clear sense of purpose. This is the basis of our approach to wealth management.
After many years in the financial services industry, we’ve found that client successes come from uncovering your most essential goals, and pursuing them through a structured and actively managed financial strategy.
“Our process is a fusion of money and meaning, and it enables us to work toward a return on your life’s work, not just a return on your investments. When you attach a deeper significance to the financial decisions you make, you can use the resources you have in order to cultivate a life of purpose.”
Matt C. Meline CFP®
Founder and CEO
It’s about attaching a deeper significance to financial decisions and applying financial resources to the goals that matter to you. This is how you achieve meaningful growth.
We routinely help clients reach goals they used to see as impossible. You don’t know what you can achieve until you clear away all your assumptions.
Too often financial advice is formal and overly technical. We work to provide a warm and open environment where the focus is on making progress toward clear goals.
There are endless places you can turn to for information. If you’re looking for advice specifically for you, it should be conflict-free and unquestionably in your best interest.
Progress without planning is unlikely. There is a path to every goal, but it takes discipline to find it, follow it and stay on track. Schedule your complimentary 15-minute call today.
The Greater Des Moines YMCA is an organization Matt is passionate about. He currently serves as the Board Chairman for the Executive Board. Their focus on wellness, youth engagement and aquatic safety are integral to our community!
Ingersoll Business Association and co-founder of the West Side Chamber of Commerce
Downtown Chamber of Commerce
Joppa Homeless Outreach
Greater Des Moines Leadership Institute Graduate
Greater Des Moines Leadership Institute 2006-2007 graduate and board alumni chair
Forty Under Forty Business Leader*
Matt, and his wife Lisa, have raised four children that are now living their dream lives in Chicago, Denver, graduate school in Rhode Island and graduate school in Ames, Iowa. Yes, they put four kids through college, so they speak from experience (not all of it good!)
*Source: Des Moines Business Record, “40 Under 40”, 2007. The award is based upon a recipient’s application and not upon any qualitative and quantitative criteria relating specifically to one’s position as a Financial Advisor. As such the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. A panel of judges reviews the applications which include, among other things, community service, professional goals and leadership. The Houston Business Journal does not accept a fee in exchange for the rating.
“The prairie fire principle comes from my own personal experience of shedding an old mindset in order to cultivate a more fulfilling one. It’s a process that I believe is missing from the conventional approach to financial advice, and it’s become my driving focus to introduce it to the benefit of my clients.”
Matt C. Meline CFP®
Founder and CEO
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Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. PrairieFire Wealth Planning is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.