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Financial Serenity
Financial Serenity
#BeeSalty | Life, on Purpose!
Financial Serenity | Find Financial Peace

Find Financial Serenity Through Intentional Impact

Transform your money from a source of stress into a tool for legacy-building, purpose-driven freedom.

Start Your Journey

Is Your Money Working for Your Values — or Against Them?

If you feel overwhelmed by financial complexity, misaligned with your values, or unsure where to start — you're not alone. Most people were never taught how to build a values-aligned financial life. But that can change.

A Path to Financial Serenity Starts Here

I'm Ian Powell — fiduciary advisor, Christian, husband, and dad. I help people align their money with what matters most. No gimmicks. No preaching. Just honest, values-based guidance.

We serve clients from foundation building to advanced legacy planning. And we give 1% of our top-line revenue to our future #BeeSalty vision — a faith-based community movement we’re actively building.

Your Journey to Financial Freedom

  1. Build a Foundation: Eliminate debt, optimize cash flow, develop strong habits
  2. Create Wealth with Purpose: Invest with intention, grow in alignment with your values
  3. Leave a Legacy: Plan for future generations and what matters most

Choose Your Level of Engagement

  • The Collective: For anyone building a strong foundation. Debt-free goals. Less than $100K in assets. Get unstuck, find peace.
  • One Page Plan: For growing professionals with equity, life transitions, or complexity.
  • Signature Circle: Business owners and families with deeper planning needs.
  • Elite: Personalized planning for $1M+ business owners and legacy-level strategies.

Empower Your Financial Journey

Tools that support your growth:

Ready to Stop Stressing and Start Living with Intention?

Let’s take the first step together — book your free discovery call now.

Book a Discovery Call

What Clients Are Saying

“I’ve never trusted anyone with our finances until Ian.”
“He helped us align our money with our faith — not just our goals.”
“Even during market dips, I’ve felt grounded, not panicked.”

The Cost of Waiting

Every day without a plan is a missed opportunity. Start today — and let time work for you, not against you.