Fee-only financial planning and investing for the next generation
Build confidence in your financial future with professional guidance.
Holding ourselves to higher standards
We are proud to support the organizations that help our clients, communities, team, profession, and world to thrive. As fiduciaries, we are designed to put clients’ best interests first with transparent pricing based on what’s fair, not on what we can get away with. As a fee-only financial planning firm, we are only paid directly by clients and receive no commissions, kickbacks, or referral fees. Every financial planner on our team is a CFP® professional or actively working towards fulfilling the requirements to become one (and we see that as only the beginning).
Financial Planning
For The Next Generation
How We Help
We specialize in helping high-earning professionals in their 20’s-40’s make better financial decisions, and teach them to use money as a tool to balance today’s pressing needs with tomorrow’s dreams.
We can help you answer the financial questions that you’ve been wondering about such as:
- What do I want my future to look like, and what role do financial decisions play as I design my ideal life?
- We just had a baby, should I start saving for their college education? How do my disability and parental leave benefits work, and what will our new budget look like?
- What’s the best way to balance paying down my debt while trying to save for the future?
- Should I refinance or consolidate my student loans? How do special student loan programs like SAVE, PSLF, PAYE, and ICR work?
- I’m thinking about a major life change like getting married or starting a business. How does that affect my finances?
- It’s open enrollment time at my company and the options are overwhelming. How do I know which selections to make to maximize my employee benefits?
- I want to save for retirement, but how do I know how much I need to contribute or which funds to invest?
- I haven’t looked at my life, auto, or home insurance policies since buying them several years ago. Do I have the right coverage for me, and am I paying too much?
- Do I need a will, trust, or other estate planning documents?
- How does my equity compensation plan work? Should I exercise my incentive stock options, purchase ESPP shares, or sell my RSUs?
- I just received a big bonus at work! Should I invest it, pay down my mortgage, or finally take that Caribbean diving trip I’ve been itching for?
Once you realize that every decision is a financial decision, it changes the way that you approach financial planning for your future. We can help you orient your financial picture to align with your goals and values, and provide insight on how all of the puzzle pieces fit together.
Who we serve best
We are not your father’s
financial planner!
(in fact, we’re quite proud of that)
Financial planning is no longer just for your wealthy grandparents with millions of dollars to invest. Unlike the stuffy old traditional wealth management firms, we are not simply “willing” to work with Gen X or Gen Y clients like you in the hope that you’ll someday have a large investment portfolio for us to manage and charge a fee on.
Everything we do is built around helping YOU face the decisions that shape your future. We’re proud to serve the working professionals in their 20s-40s that the old-school fancy wealth management firms will turn away.