Our Story

We Understand Individual Goal Setting in Business

A lifetime ago, or so it sometimes seems, I was a highly successful estate planning attorney and private trustee in a small town in the South. A sole practitioner, I had an excellent staff of four full-time personal assistants, owned my own office building and enjoyed a reputation as an excellent lawyer and a thoughtful, considerate, and honest person. My CPA told me he believed I was the highest-paid attorney in town, and perhaps best of all, I took off 165 days a year from the practice. While it seems that, as far as my practice was concerned, I had just about everything one could want, I was soon to find out that something essential was missing.

One day, I was reviewing with a client a set of estate planning documents I had prepared for him. He studied them carefully, then said, “It looks as though you’ve just plugged our names into one of your forms.” He was right. I had. With the truth out in plain sight, I felt the need to do a little tap-dancing to reassure him, but the truth is the truth, and no amount of tap-dancing, however skillful, changes it. The client accepted my rationale for the moment, but his comment had struck a nerve. In my heart, I knew that this was really all I was doing for my clients, and for the first time, thanks to my client’s honesty, I began to realize that this was no longer enough. I’d become successful by any number of external measures, but I was falling far short of what I knew in my heart I was capable of giving the world. I wanted to create a business that allowed me to be true to my deepest values by allowing me to make a profound difference in the lives of others.

Since those days, my aim has been to develop a system that would help people with big life-changing ideas turn those ideas into their own successful business. I wanted to help people discover the joy of turning their passion into their life’s work. I wanted to teach and prepare them to operate successfully and profitably in this "brave new world." The journey has not been without its challenges.  Along the way, we ran into our share of false starts and dead ends, and had to abandon many directions and designs that couldn't hold up in actual practice. This is all well and good, as our experience allows you, our colleague, to benefit from all we've learned, and to take a quicker path, one on which you'll find all the tools and concepts you need, fully formed and tested with real people in real life.

To learn about how we can help you, click here.


Regards,
Scott Farnsworth, JD, CFP
Author of Closing the Gap: A Revolutionary Approach to Client Service
Founder and CEO
SunBridge, Inc.