10 Smart Money Milestones

A step-by-step guide to help you build wealth, reduce financial stress, and plan for your future.

What are our 10 Smart Money Milestones? A step-by-step money roadmap to smarter choices, financial freedom, and a legacy that lasts.

working men
Chief Wealth Manager

Who is this series for?

  • Anyone seeking a structured, step-by-step path toward financial freedom and a lasting legacy

  • People who want to strengthen their financial security

  • Anyone looking to take control of their finances and make smarter money decisions

Protect Against The Unexpected - 10 Smart Money Milestones
Create Financial Oxygen - 10 Smart Money Milestones
The Boomerang Milestone - 10 Smart Money Milestones
Turning Taxes Into An Advantage - 10 Smart Money Milestones
Fully Funded Future - 10 Smart Money Milestones
Debtless by design

Congratulations on reaching the final step of the 10 Smart Money Milestones! If you haven’t reached all ten yet, that’s perfectly okay, I’m here to guide you every step of the way, and if you have, welcome to true financial freedom!

-Chris Whitaker, AIF®, CFP®, Chief Wealth Manager & Partner

Chris Whitaker