Who We Are We are financial disruptors. We focus on tax diversification strategies by helping create a better financial future. We are not financial planners; we fill the gaps they leave behind. We live out of a spirit of gratitude. We believe every person is uniquely created for purpose and destiny. We are blessed to work with people from all walks of life because we believe life is more meaningful without the burden of financial stress. We believe everyone has a bright future. We believe education motivates action, especially when exchanging poor financial habits for healthier financial futures. We serve people who are open minded, honest, caring, fun to be around, and hungry to learn more. Our founder Judy Carlson spent 18 years buried in accounting, analysis, and corporate finance just to realize she wants to work with people not papers. Our burning desire is helping people only pay as much taxes as they need to while growing their wealth. We believe in living the fullest life possible while paying the lowest taxes possible.