You stop wondering whether the plan is built for your life or for someone's spreadsheet.
The conversations you've been avoiding — with parents, with kids, with your spouse — become less expensive to have.
When the next thing comes — and it will — you have a way to think about it, not just react to it.
One call. Forty-five minutes. No preparation needed.
Schedule a conversation →A couple I'd worked with for a few years sat across from me in our third annual review. Organized, disciplined, always prepared. She ran the numbers. He asked the hard questions.
We walked through the plan. Everything was on track.
When we finished, she closed her notebook. And then, without any warning, she started to cry.
He reached across the table and put his hand on hers. Neither of them said anything for a while.
Finally she said, "I think this is the first time I've believed we're going to be okay."
He just nodded.
The vignette above is a composite illustration drawn from real client experiences. It does not represent any single client or account, and is not a testimonial. Individual experiences vary. Working with NDS Wealth Advisors does not guarantee any particular outcome.
Twenty short questions. Five minutes. The audit names one of eight patterns most likely shaping the financial decisions you're already making — and surfaces the blind spot in it.
A 45-minute call. We talk about what the audit surfaced, what's actually on your plate, and whether the way I work is a fit for the way you live. No slide deck. No pressure. You decide what's next.
If we decide to work together, we design a financial plan around what you actually want — not around what's easiest to standardize. Reviewed, refined, and stress-tested against real life.
A few years ago I read a book called Wanting, by Luke Burgis. It's about the work of a French philosopher named René Girard, who spent fifty years arguing that almost none of our desires are original. We don't choose what we want. We catch it. From a parent, a sibling, a college roommate, the neighbor whose driveway we noticed twenty years ago and never quite forgot.
The same week I finished the book, I sat with three different families who were all making different versions of the same decision — and none of them could quite tell me why.
I built this audit to find out.
It's twenty short questions. At the end, it identifies which of eight patterns tends to shape your financial decisions — and which one is most likely the blind spot you can't quite see.
The patterns are drawn from Burgis's book. Things like the Legacy (the family member whose approval still organizes your money), the Rival (the peer whose progress you measure yourself against), the Provider (the version of generosity that's harder on you than you let on), and five others.
One of them — the Romantic — is the belief that none of this applies to you. Burgis calls it the master blind spot.
"This is the clearest, most accessible introduction to René Girard available."
— Peter Thiel, on Burgis's Wanting
One thing worth noticing this week. One thing worth doing. About five minutes to read.
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I'm a financial advisor. Most of my clients are in their fifties, holding three things at once: parents needing more, kids in motion, and a retirement that isn't far.
I make these videos because most financial advice is built for one of those things, not all three. And because the part that matters most — the part about what you actually want — almost never gets named out loud.
If what I make is useful to you, that's enough. If we ever talk, that's because you decided to.
