Who We Help

We’re not the right fit for everyone.
And that’s by design.

At Leverage Planners, we’re not a fit for everyone—and that’s intentional. We work best with individuals and families who are seeking more than quick answers or isolated advice. They want a clear plan, a trusted team, and confidence that their financial life is aligned and protected.

We believe great planning isn’t about chasing trends or timing markets—it’s about making smart, steady decisions that reflect your values and your goals.

You might be a fit if:

• You’ve built meaningful savings over the years and want to make sure it lasts
• You’re not looking to chase returns—you want to protect what you’ve worked for
• You value clarity and coordination across all parts of your financial life
• You want a long-term relationship with a team who knows your goals
• You’re ready for a comprehensive plan, not just scattered advice
• You’re more concerned with peace of mind than beating the market

If that sounds like you, we’d love to talk.

👖 From Blue Jean Millionaires to Modern Stewards

Leverage Planners was founded on the idea that hardworking, everyday people deserve high-quality planning—without pressure or pretense. Some of our longest-term clients are what we lovingly call blue jean millionaires: people who’ve saved quietly, lived intentionally, and now want to make smart decisions with what they’ve built.

We’ve grown since then, but that spirit hasn’t changed. We still serve people who want to make thoughtful, values-based choices with their money—and who believe the right plan can give them more than just numbers. It can give them confidence.

Let’s Find Out if We’re a Fit

We offer a no-pressure, no-commitment first meeting we call the Trust & Respect Conversation. It’s exactly what it sounds like—a chance to talk, get to know each other, and see if we’re aligned.

Schedule Your Trust & Respect Meeting →