About us

Our Purpose, Our Mission, and Our Core Values. All tailor-made to help you succeed

Our Purpose

To help white coat business owners succeed financially, both today and forever.

Our Mission

To create life-changing impact for our business owners

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Our Core Values

  • Growth: Commit to Growth & Learning. Create Life-Changing Impact. Be a Critical Thinker & Thought Leader
  • Relationships: Build Meaningful Relationships for Success. Demonstrate Genuine Compassion. Empathy & Collaboration.
  • Proactive: Be Proactive & Seek Solutions. Dare to Innovate & Transform Typical Thinking
  • Communication: Listen, Speak, & Write with Respect & Transparency. Respect Different Opinions
  • Ownership: Take Ownership & Initiative. Be Accountable & Efficient with Time & Resources. Keep Score
  • Drama Free: Create a Positive Presence. Act Professional. Resolve Conflicts. Treat Other as you want to be Treated.

“Quote.”

Chris Sands, Founder / Financial Freedom Consultant

Open positions


  • Financial Advisor

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  • Client Service Representative

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  • Investment Analyst

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