We help people build thoughtful, prosperous, impactful financial lives. We do it by helping clients clarify their life vision, make great financial decisions, attain financial security, and remain focused on the goals and values that will ultimately make them happier and the world better. You can read more about our specific financial planning, investment management, and teaching/consulting services.
We help comprehensive clients:
- articulate financial life visions, goals, and values,
- develop a financial plan that will support those values, including
- Retirement planning
- Investment planning
- Tax planning
- Charitable giving, social impact, investing in justice planning (recommended but optional)
- Spending well to align goals and maximize happiness (including cash management)
- Benefits decisionmaking
- Insurance and risk management education
- Real estate and real estate finance planning
- Business and career advice
- Education funding planning
- Support with estate planning
- Coordination with any other related professionals of your choosing
- create systems to automate the plan so it’s easy to stick with,
- meet 2-4 times (or more as needed) to evaluate how the plan is progressing and revise as goals or realities change,
- answer questions whenever they arise and help keep you on track with email support.
All this serves to help you achieve financial freedom so money supports you living a free, fulfilling life.
Serving comprehensive clients is our top priority so your scheduling needs are primary. When we have time, we also enjoy work with clients who need a shorter engagement to help get moving in the right direction.