A partner that shares your experience, challenges & passion
Does this sound like you?
There’s a lot on your plate and little time to manage your finances and never enough time to manage your
personal financial world
Your money is all over the place and a hassle to coordinate
You’d rather spend time with your family or doing what you LOVE than minding your money
Your money decisions feel hurried, not intentional
You find yourself rushed when financial deadlines approach (stock elections, benefits, option grants, taxes)
You’re not sure if you’re financially ready for what’s next
We Can Relate
We’ve literally been in your shoes. As fast-rising executives in technology, logistics and banking, we have lived the life of the executive. We take what we’ve learned from our own journey to benefit you, and we do it in terms you can understand. In short, we speak your language.
We Are
Recovered Corporate Executives
MBA
CFP Professionals
Independent
Fiduciaries
Business Owners
We Talk-the-Talk and Walk-the-Walk
As executives, we managed large national and global teams. Decisions were made based on KPIs (Key Performance Indicators) and OKRs (Objectives and Key Results). Actions were only taken once the landscape and options were clear.
We find our clients expect the same in their financial lives. We leverage our experience to deliver analysis and results to you in a framework that you can relate to, keeping your focus where it matters most.
When you’re ready for a partner you can trust to lead your financial team, let’s chat. We think you’ll find we speak your language.
Chief Morale Officer Motto: 'Was that a squirrel??'
The meaning behind the name
Ignite Change
At Ignite Financial, we're driven to 'set in motion' actions that make your life better. Taking small steps to create momentum, we fuel the future you imagine. We break the grip of overwhelm and get it all done, one step at a time.
It's All About The 'iF'
For executives, 'if' can be a loaded term because of everything at stake. At Ignite, mastering the 'if' is not just in our DNA, it's our name. We thrive on solving the puzzle that is your financial life, breaking each decision down to its most basic parts. Let us illuminate your options so you can move forward with clarity and confidence.
Start the conversation
Let us help make decisions clear, simple and intentional
