Our CEO

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Kelly B. Hunter is a mother, grandmother, cancer conqueror, widow and now the CEO of a thriving boutique financial services firm.

As a Financial Freedom Strategist, speaker and educator,  I work with families and entrepreneurs to design a personalized, 5-step financial freedom plan to take their finances from FLAWED to FREEDOM. Our Program empowers our clients to create security, build generational wealth and retire in comfort. 

 STEP 1. Mapping Our Money. Often when I ask potential clients if they have a "budget", they'll say yes. But then when I ask to see it, it's not written down anywhere. They've devised some hinkey system that just doesn't work. So, I believe that: (1)  If you can't measure it, you can't manage it; and (2) contrary to popular belief, mapping our money is way more important than a "budget".

STEP 2. WINNING PERSONAL CREDIT is absoluely necessary. That means that your credit score needs to be 700 or better. Anything less than that leaves you vulnerable to denials for credit and/or paying the banks ridiculous amounts of unnecessary interest. Will lenders and creditors finance you with lower scores? They sure will. They want you to have a lower score because that's when THEY make the most money.

STEP 3. For business owners or aspiring entrereneurs, we want to make sure that your business is credible on paper (from a lender's perspective) and properly positioned to access OPM (other people's money) to start, grow and sustain your business. Let's stop normalizing self-funding.

STEP 4. Here is where we begin to focus on your "exit" strategy - better known as retirement. Whether you're working for yourself or someone else, at some point you won't want to anymore. The movie Get Out comes to mind, but I digress. My wish for you is a FINANCIALLY SECURE RETIREMENT. A retirement that looks like the one our Grandparents had - a personal pension plan that you can't outlive and you're not worried about running out of money. A comfortable retirement that includes a lifetime of PAYCHECKS and PLAYCHECKS.

STEP 5. For this final step, we focus on TAP (total asset protection). You've done the hard work. You've made the sacrifices and the hard choices. Now, we need to make sure that your heirs and beneficiaries receive ALL of the benefits of your life's labor - not the state/probate courts.

ARE YOU READY?