Where Wealth Meets Wellness
Financial planning for those ready to align their money with what matters most - and start living better, sooner.
Money was created to serve us, not the other way around.
Let's use it with intention... to build a life that feels like you.
The first step isn't committing - it's discovering.
Schedule a call to explore what this journey could look like for you. No expectations, no judgment. Just a real conversation to ask questions and learn about the experience.
First Meeting
Discovery Conversation
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No prep needed - just bring yourself
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A relaxed, judgement free space to talk openly
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Share your story, your questions, and what's on your mind
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The goal: to listen, understand, and begin uncovering what truly matters to you. This is not a presentation, just a real conversation.
Second Meeting
Your Initial Path Forward
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Clarity around where you are today and what's working (or not)
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Personalized next steps to begin aligning your money with your life
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Transparent discussion of fee structure
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Follow-up summary with your path, and next steps to begin the journey
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The goal: This is where we begin turning insight into action and help you decide if CMC is the right partner for your journey.
Let's Do This!
Partnership
Begins
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Access to your personalized planning portal
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Set meeting cadence and communication preferences that fit your rhythm
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Review and complete ClearMind Capital agreements
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Ongoing support and guidance - especially when life throws a curveball
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The goal: Once you're ready to move forward, we begin our partnership with ongoing support built around your life. This is where clarity becomes momentum.
ChFC®
Chartered Financial Consultant®
CLU®
Chartered Life Underwriter®
Nick George CFP®, ChFC®, CLU®
Founder | CERTIFIED FINANCIAL PLANNER® Practitioner
​My career has spanned big institutions before, by necessity, creating a path of my own making. I believe money is not the destination, but a tool to live a more intentional, fulfilling life. I'm not here to give you a script or throw charts at you - I am here to ask better questions, hear your story, and help you create a life that feels aligned.
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Because financial planning isn't just about the markets or math, although important, it's about what money makes possible for you. The quiet goals. The decisions you've been putting off. The future you're trying to build, but maybe haven't fully defined yet.
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In a world full of noise and opinions, I offer a place to slow down, think clearly, and move forward with intention. Starting small and building momentum along the way. My role is to help you explore what truly matters and then build a financial plan around that.
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Whether you're feeling stuck, navigating something big, or simply wanting more peace in your relationship with money, I'm here to walk with you - not just advise from a distance. Let's build a plan that fits your life, together.
Shane Duckworth
Partner | Wealth Advisor
I take a relaxed, upbeat approach while keeping things steady. I want clients to feel comfortable sharing what’s on their minds without pressure or judgment. This is a space to think things through, ask questions, and find clarity.
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My time in the Marines taught me to stay calm in chaotic situations and gave me a wider perspective that I bring to every conversation. I want people to know I am there for both the smooth parts and the challenges.
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I especially enjoy working with young families building toward something bigger, and with business owners juggling complex decisions. Wherever you are in life, my goal is simple: meet you where you are and help you move forward with confidence.
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When you leave a meeting with me, I hope you feel more focused, more at ease, and confident about your next steps. You already know more about your finances than you may realize - I’m here to help organize that knowledge and put it to work for you.
Modern design. Seamless access.
This is your investment dashboard — simple, secure, and built for clarity. Altruist makes it easy to track your accounts, stay informed, and keep things organized — without the clutter.
