Greetings, Jake here.

I strive to improve and get better. I often fall short of my goal, but I enjoy the challenge. It’s in the doing, not the sitting that I love.

You’ll often find me listening to a podcast or reading a book. I search out ways to gain knowledge. The desire to get better was rooted from a young age. My father was an athlete, a coach, a high achiever.

I’ve spent my life competing, playing sports, keeping score. I’m no longer concerned about wins and losses.

As I evolve (that’s a nice way of saying “as I get older”) my focus changes.

For me, it’s not about the score, it’s about growth.

Next Level is defined as; a better, more advanced, or more successful situation than before.

I believe, whatever your Next Level is, it’s very personal to you.

This idea is not about doing better than your neighbor, or having more success than a friend, co-worker, or family member. It’s not about having more.

It’s about progression.

Recently my client realized her dream. It wasn’t more money. Through proper financial planning, I encouraged and supported her to take action – she gained confidence to create a charitable foundation, funding a cause that she loves.

Her next level wasn’t something she received; it was something she gave.

Through the years, people have shared with me where they want to be better; create meaningful connections, reduce phone time, be more present, go on more vacations, spend time with friends, automate savings, be more aware of their spending.