Meet the Team

Cory Smith

Cory grew up in Grand Rapids, Michigan, where he witnessed both the struggles and triumphs of family finances firsthand. After watching his mom transform their family's situation by starting a successful home daycare business, he learned early lessons about the impact of financial decisions, entrepreneurship, and the responsibilities of parenting - which shaped his decision to choose to be childfree. 

Drawing from his experience as a former US Army soldier, Cory brings the power of timely decision-making and adaptability to financial planning. These military-honed skills, combined with his dedication to serving others, shape his dynamic approach to guiding clients. Together with his life and business partner Lindsay, they've created a unique approach that combines financial life planning with coaching. Their work goes beyond the numbers, focusing on the whole person and helping clients envision and become who they truly want to be.

When he's not helping clients transform their relationship with money, you'll find Cory reading or embracing the outdoors – training for ultra marathons, hiking, skiing, and camping. This dedication to pushing personal boundaries while finding peace in nature mirrors his approach to business: ambitious yet grounded in what truly matters. 

Lindsay Troxell

Lindsay's path to living childfree was shaped by firsthand experience with family dynamics. As the eldest of three siblings, including a brother with autism, she gained early insights into the profound responsibilities of caregiving. These experiences shaped her intentional choice to design a different path.

Today, she channels this deep understanding of intentional living into her role as a life planning coach. After earning her entrepreneurship degree from Babson College and navigating corporate America, Lindsay discovered that true freedom comes from aligning your choices with your core identities. Her journey from feeling constrained by traditional expectations to embracing her authentic self uniquely positions her to guide others in designing lives of purpose.

When she's not helping clients reimagine their possibilities, you'll find Lindsay and her life/business partner Cory embracing life's adventures with their childfree community – hitting the ski slopes in Tahoe, catching shows at Red Rocks, or Christmas camping trips in Joshua Tree with their fur babies in tow. These pursuits, alongside Lindsay's love for Pilates, mid-century modern design, and creating meticulously organized spaces, are all expressions of her belief that the life you create should be entirely your own.

Download Our Discretionary Elements of Life Assessment

Join others just like you for tips, strategies, and resources to living your life by design.

WHERE THE LIFE YOU CREATE IS YOUR OWN

© 2024 Discretionary Inc. All rights reserved.

Discretionary inc. is a registered investment advisor offering advisory services in the State of Colorado, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

WHERE THE LIFE YOU CREATE IS YOUR OWN

© 2024 Discretionary Inc. All rights reserved.

Discretionary inc. is a registered investment advisor offering advisory services in the State of Colorado, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

WHERE THE LIFE YOU CREATE IS YOUR OWN

© 2024 Discretionary Inc. All rights reserved.

Discretionary inc. is a registered investment advisor offering advisory services in the State of Colorado, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.