Planning With Confidence
About Our Clients
Who We Serve
Current & Former College Athletes
Former College Athletes have many memories from their playing days. The core values developed during competition have developed who you are as a person and effect your thoughts about financial decisions. Now, you channel that passion into your family and career life. Our founder, Brian Willet, played basketball in college and understands the transition from college sports to a professional career. We can help you game plan for your financial future.
Families With Kids in Competitive Sports
Competitive sports can have a lasting impact on your kid's future. We understand the sacrifices parents make to give your student athlete these opportunities. How do you plan for your future while balancing the plan for their future at the same time? We can help.
About Beyond Tangible Wealth
Why Beyond Tangible Wealth
Beyond Tangible Wealth is focused on one big vision: to positively change the experience clients feel when working with a financial advisor by focusing the relationship on serving you through financial advice/coaching, not product sales. Our mission is to serve clients to the best of our ability, in the clients best interest, and treat people the way we would want to be treated. Our financial advisors are committed to being there every step of the way.
Beyond Tangible Wealth’s journey started in 2007 when Brian first joined the financial advisor industry. Over 14 years as a financial advisor, Brian's passion has become clear: to change the financial advisor industry from a "product sales" model to a "coaching service" model by fostering long-term relationships. Our goal is to serve you, our client, by empowering and encouraging you to reach your tangible goals through your intangible core value system.
How We Plan
Financial Coaching: We believe Financial Planning should go beyond the tangible. Financial Planning needs to focus on the intangible core value system of each individual. Wealth Management: Through ongoing collaboration and monitoring, our team is able to discover new avenues for you to invest your wealth and accomplish your goals. Public Speaking: Gaining knowledgeable insights empowers people with the ability to make the right decisions for their unique situation.
Where To Meet
- Face-to-face meetings
- Virtual meetings
- Traditional phone calls
- Other cool technology (ask about it below)
When To Meet
- On-demand: click below to schedule a time
- Reoccurring: start the process with us below
- Q&A text line available to clients