Calm is a form of brilliance.

An investing approach based on

Nobel Prize winning research

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  • Investor
    Coaching

    An investor coach can help you overcome behavioral obstacles and assist you in making disciplined investing choices over a lifetime.

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  • Purpose-Driven
    Planning

    Comprehensive planning for every stage of your life built on a purpose-driven relationship with money.

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  • Attend An
    Event

    Join our interactive seminars and workshops designed to help you take action and transform your relationship to money.

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Multi-disciplined Approach

Comprehensive estate planning with purpose-driven financial planning.

One of the most important things you can do is create and stick to a financial plan that matches the caliber of your estate plan. We’re committed to providing you tools to help you make informed decisions regarding your estate.

Investing Philosophy Based on Acclaimed Academic Research

Investing based on academic, published research includes both the application of advanced statistics to equity markets and the elevation of human performance through coaching and education to help investors make disciplined choices over a lifetime.

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The American
Dream Experience:
Investing Reimagined

The American Dream Experience is a powerful group
seminar that invites investors to consider life-altering
truths about the empirical and behavioral dimensions of
wealth creation. Whether you’re a longstanding investor
or complete financial novice, you’ll discover things about
financial markets, and about yourself, that empower you to
make sound decisions about your financial future.

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The American Dream Experience presentation is based on the views of Matson Money, Inc. Other persons may analyze investments and the approach to investing from a different perspective than that reflected in this presentation. Nothing included In the American Dream Experience is intended to imply that the approach to investing espoused in this presentation will assure any particular investment results. All investing involves risks and costs. No investment strategy, including asset allocation and diversification strategies, can ensure peace of mind, guarantee profit, or protect against loss.

Our Values

Integrity
Professionalism
Warmth
Education
Community

We’re on a mission to educate, coach, and serve with love and compassion. These values help us do that. They inform our actions and decisions. And they are an essential compass when it comes to working with our clients and communities to fulfill our purpose of empowering families to achieve peace.

Coming Soon…

The Investor Awareness Guide: A roadmap to creating the future you want.

This guide gives you powerful exercises to clarify your relationship to money and how to navigate uncertain times, critical information about the science of investing, 20 questions investors must answer, and much more. Request your copy today.

Interested in an initial consultation?

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