Ryan Heath & Ryan Peterson

Sharpe Ratios. Standard Deviations. Portfolio Constructions. Monte Carlo Simulations. Financial planning can seem daunting, filled with confusing concepts and intimidating concerns. But, when handled correctly, money can allow people to accomplish their goals and live the life of their dreams.

In Life.Perfected., Ryan Peterson and Ryan Heath use their financial expertise to debunk common myths and teach readers the rules of money so they can use their wealth as an effective and efficient tool for creating an ideal life. From how to define a perfect outcome to how to navigate income planning, investment, taxes, and legacy planning, Peterson and Heath share their actionable and unconventional truths about making money work for those who make it.

Based on timeless techniques and a straightforward, back-to-basics approach, Life.Perfected. is the essential wealth building and management tool for every financial situation.

Press & Praise

David Bach, nine-time New York Times bestselling author and co-founder of AE Wealth Management

"Life.Perfected. will show you the way to your perfect life."

Dr. Nido R. Qubein, President, High Point University

"Amazing! Life.Perfected. reminds us all that a life of our own perfection is step at a time."

Marty Pluth, former vice president of Prudential Insurance

"Finally, a book about the purpose of money and how to order our financial lives toward what is really important."

Ryan Heath

Ryan Heath knew from an early age that he wanted to help people in his career. It was that desire that led him to team up with Ryan Peterson in 2015 and form Copperleaf Capital, a firm dedicated to creating and protecting the financial legacies of clients. Ryan also has a passion for sharing his expertise with others. In addition to being an author, he’s also a public speaker, editorial contributor, former radio host, and has served in leadership and board positions for multiple industry associations.

Ryan is currently living his Life.Perfected. in Raleigh, North Carolina, with his wife, Meredith, and their three children–River, Reed, and Finley. They enjoy traveling and tailgating for their favorite college sports team, the LSU Tigers. Whether he’s hitting a hole in one or nailing a caddie with a tee shot at Pebble Beach, Ryan will happily take whatever perfect moments he can get on the golf course.


Ryan Peterson

Ryan Peterson is committed to making a difference in people’s lives through his work. At Copperleaf Capital, where he serves as Partner with Ryan Heath, he works with clients to build wealth that serves the pursuit of a better life.

Ryan has been in the financial industry for 20 years as an advisor and 6 years building financial planning infrastructures for Fortune 500 companies. His vision for Copperleaf Capital–helping clients create their Life.Perfected.–came from those years working for large financial companies that didn’t always put clients first.

Ryan’s Life.Perfected. took him and his wife, Heather, and their children–Hailey, Will, and Ethan–from Raleigh, North Carolina, to Napa Valley in 2016. His perfect moments include sunrise walks to the bakery with family and wine tastings with Heather. He hopes to run a marathon in all 50 states before age 50–if his legs don’t give out first!

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