Finding Your Fit

Often your most deeply held aspirations and values – the ones that should be driving your financial plans and strategies – are clouded by the complexity of everyday life.

By stripping away the old beliefs and preconceptions that build up over time, you can focus on goals that matter with a clear sense of purpose. This is the basis of our approach to wealth management.

After many years in the financial services industry, we’ve found that client successes come from uncovering your most essential goals, and pursuing them through a structured and actively managed financial strategy.

“Our process strives to fuse money and meaning. As you get your child ready to launch it is imperative that you consider how YOUR life will change as well. We can help!”

Matt C. Meline CFP®
Founder and CEO

What We Believe

Woman smiling hugging a dog
Woman smiling hugging a dog

Money and meaning is a powerful combination.

It’s about attaching a deeper significance to financial decisions and applying financial resources to the goals that matter to you. This is how you achieve meaningful growth.

Dad and his son

Assumptions are limiting.

We routinely help clients reach goals they used to see as impossible. You don’t know what you can achieve until you clear away all your assumptions.

Dad and his son
old parents and adult daughter talking
old parents and adult daughter talking

Financial guidance can be fun.

Too often financial advice is formal and overly technical. We work to provide a warm and open environment where the focus is on making progress toward clear goals.

Woman Sitting Freely on a Beach

Advice should have no strings attached.

There are endless places you can turn to for information. If you’re looking for advice specifically for you, it should be conflict-free and unquestionably in your best interest.

Woman Sitting Freely on a Beach
Woman consulting a financial expert
Woman consulting a financial expert

Everyone can benefit from a plan.

Progress without planning is unlikely. There is a path to every goal, but it takes discipline to find it, follow it and stay on track. Schedule your complimentary 15-minute call today.

The Greater Des Moines YMCA is an organization Matt is passionate about. He currently serves as the Board Chairman for the Executive Board. Their focus on wellness, youth engagement and aquatic safety are integral to our community!

His focus on improving the community has included leadership roles in the following organizations:

  • Ingersoll Business Association and co-founder of the West Side Chamber of Commerce
  • Downtown Chamber of Commerce
  • Joppa Homeless Outreach
  • Greater Des Moines Leadership Institute Graduate
  • Greater Des Moines Leadership Institute 2006-2007 graduate and board alumni chair
  • Forty Under Forty Business Leader*