Where are you now?
Where are you going?
Do you have a Plan?

“More than financial planning…

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Who We Are

Fries Financial Group is dedicated to making lives better–our clients, our team, and our community–by optimizing true wealth.

Get to know our GREAT team and our journey.

Learn More

Defining &
Building True Wealth

 

What do you value more than money?
Put another way, what would have to happen, personally and professionally, for you to feel happy, fulfilled, and feel that you are living a meaningful life?

Our Perspective on Wealth

Core

Family
Health
Faith
Values

Financial

Investments
Real Estate
Business / Job

Experience

Relationships
Exploration
Education
Wisdom

Contribution

Time
Energy
Attention
Resources

Source: The Brower Quadrant, Lee Brower

Let's Make a Plan.