Dreamcatchers

What does it look like to engineer a business that serves your life—and not the other way around? Matthew Jarvis, founder of Jarvis Financial and co-founder of The Perfect RIA, built a thriving financial advisory firm designed for freedom. In this episode, Matthew opens up about building a “lifestyle practice,” navigating the emotional landmines of succession, and making bold moves (like taking 150+ days off a year!) without sacrificing business performance. Expect honest stories about designing a business around your values, preparing for exit from day one, and why impact, not just income, should be the endgame. If you're looking to exit right, not just exit rich, this episode will shift your thinking. [01:13 – 08:12] Design Your Life First Life by Design: Matthew shares how he built a business to support his ideal lifestyle Lifestyle Practice: Intentional client selection and lean operations Personal Metrics: Why time off mattered more than AUM growth Early Vision: Planning for exit even in the ear