Welcome to the Rich Road Journey.

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Financial planning today is more predictable than ever. Sophisticated technology can deliver projections, portfolios, tax strategies, and estate plans efficiently and accurately.

 

The true role of an advisor, then, is not simply technical—it is relational. My work is to help you save well, live well, retire well, and pass on well, with a guide who knows you, understands your hopes, and walks alongside you over time.

 

As an independent advisor, I can meet you where you are. Your plan can evolve. We can move boldly or carefully, explore big dreams, and discern together what is worth pursuing—and what is not. I will steward your story with care and revisit it with you year after year.

 

The primary value I offer is confidence: the freedom to pursue your dreams without fear of running out of money, and the space to cultivate gratitude, generosity, and contentment along the way.

 

That is the Rich Road—so that when our Maker calls us home, we can look back with gratitude, knowing we were faithful with what we were given.

 

If you would like to experience a thoughtful, affordable, purpose-driven financial plan, I would welcome the opportunity to talk. 

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Doug Goodmundson

Doug@RichRoadFinancial.com