Helping guide families from where they are to where they want to be financially.
Jake & Sara Vogeler
Some of Our Partners
Life is too short to feel anxiety about money.
Confusion is not good. Guessing is not a strategy. You deserve an easy-to-understand, simple-to-follow financial plan that fits your life, giving you more freedom and less stress.
to make smarter financial decisions.
over your financial life.
about your financial future.
This is our story...
We have made the greater Richmond area in Virginia our home since 2014. We have been blessed with eight children and enjoy the educational journey that homeschooling has provided. We are actively involved in our local church and Boy Scout troop. Our whole family enjoys being outdoors whenever possible and love exploring all the natural beauty and historical sites Virginia has to offer.
Early on in their marriage, we had a strong desire to work together as a couple and impact people’s lives in a positive and meaningful way. We decided to go back to school as a couple and study accounting while raising our young family. We graduated together from Liberty University with a B.S. in Accounting in 2019.
While we were studying accounting, we became focused on improving our own financial future and wanted to help future generations learn how to achieve financial stability and success. This also led us to pursue the financial services industry and become trained and licensed as financial guides / advisors to help clients create simple plans that align with their financial goals.
We love coming alongside other families and showing them it is possible to create a solid financial foundation and future.