Crafting Lives Together: Purpose, Prosperity & Peace


We will help you make wise financial decisions, especially when life gets confusing. Life is full of transitions. Some changes are expected, but many are not. We’re here to assist you in navigating through life’s transitions and creating the best life possible with the resources you have. Whether it’s objective advice, educational programs or financial guidance, we’re here to work with you and your family to create a better life.

 


Smartvestor partnership with Dave Ramsey

Help Your Kids Think &
Act Wisely About Money

In this workshop, you will help your child to:

  • Articulate a sense of purpose
  • Communicate about money
  • Explore what success means for them
  • Learn vital time management skills
  • Set goals for prosperity and contentment
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your money

Keep the Celebration Going
After the Wedding

Forty-two percent of couples that regularly talk about money described their relationship as “extremely happy.”

  • Understand one another’s connection to money
  • Prevent future conflict through communication
  • Build a foundation for your unique story

We’ll help you and your spouse develop a roadmap for success, and have some fun along the way.

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How the Annual Checkup Can Help You Help Your Kids

Similar to our recommendation for couples to use their wedding anniversaries to examine marital relationships on an annual basis, families can significantly benefit from the annual conversation or check up. It offers an opportunity to ask critical questions such as: What is working for our family? What is not working? What does each of our family members really care […]

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Dollars and Sense: Teaching Financial Literacy

I recently had the privilege to work with a writer, Jes Lyons, from Main Line Parent Magazine to contribute to her article focused on financial literacy for children. We don’t want our children worrying about money — we want them enjoying their childhoods. But financial literacy should be part of their education. Even if you’re […]

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Smart College Choices: Scholarships, Leadership and Service Through the ROTC

As parents, we look for ways to teach our children how to prosper and achieve increased fulfillment in their lives. Selecting and financing a college education is often at the top of that list. If your adolescent has expressed interest in serving our country, the Reserve Officer Training Corps (ROTC) program will aid in his […]

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CFP Certifications

Dave Ramsey Smartvestor Partner Best of Mainline Media News 2016, 2017 & 2018 Main Line Parent & Philadelphia Family Shields

The Minimalists Podcast

Joshua Fields Millburn & Ryan Nicodemus help over 20 million people live meaningful lives with less through their website, books, podcast, and documentary. The Minimalists have been featured in the New York Times, Wall Street Journal, Boston Globe, Forbes, TIME, ABC, CBS, NBC, BBC, CBC, and NPR.  Listen now.


What our clients say

Strategic Architect, Guide and Advisor … this is the language that I would use to describe the relationship that my wife and I have had with Mark over the past 12 years. He has challenged us to deeply analyze our ambition for our lives including our marriage, our family, our friends and our careers. Once we were grounded in that narrative, he has helped us navigate the journey through anticipating breakdowns and continual reflection during key inflection points in our lives (e.g., our child’s education, caring for our parents, preparing for aging physically, mentally and financially, etc.). He has helped us build a foundation of communication, listening and understanding that prepares you for the unknowns that life often throws at you. We are now living the life that we have designed as opposed to just letting life happen to us. I can honestly say that Mark has changed the course of our lives and we are deeply grateful.

Luis Martinez
860.205.9081


Recommended Reading

The Practice of the Presence of God by Brother Lawrence

Brother Lawrence was a man of humble beginnings who discovered the greatest secret of living in the kingdom of God here on earth. It is the art of “practicing the presence of God in one single act that does not end.” He often stated that it is God who paints Himself in the depths of our soul. We must merely open our hearts to receive Him and His loving presence. For centuries this unparalleled classic has given both blessing and instruction to those who can be content with nothing less than knowing God in all His majesty and feeling His loving presence throughout each simple day.

Learn more »


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