“Thank you so much, Dan and Ryan! This financial plan is incredibly helpful for us. My husband and I truly appreciate you coming alongside us in our current life season and supporting us. We now feel confident with a plan in place, immediate action steps, and short-term and long-term strategies. Thanks for believing in us and ministering to us.”

“Dan is a cut above the rest. I doubt you would find someone more dedicated to giving solid financial advice, and so much more.”

“Dan’s encouragement and guidance to keep my bank account funded to where I am able to withstand emergencies has also given me more confidence and flexibility to make larger purchases, such as house renovations and trips.”

“We have been clients of Dan Morgan’s for many years. We value his expertise in financial planning and investments. Dan always responds to immediate questions and plans detailed reviews with us regularly. We have referred him to many others who have also appreciated his individualized approach to their unique financial situations.”

“We had a great experience working with Dan and Ryan on financial planning, and the savings we experience from our financial plan more than covered the cost of the plan (although we know that isn’t the case for everyone).”

“We found our last meeting with Ryan to be incredibly helpful, and it lit a fire under us to decide on next steps in our financial lives.”

“I value your expertise. Working with you both has been a great experience.”

“It’s good to have trustworthy people like Dan and Ryan so you don’t have to Google everything.”

“After our meeting, the fog of finances in my brain feels much more clear. Thank you Ryan and Dan for your help with financial planning. ”