You want a thought partner with experience to help you strike the right balance.
That’s what we do.
Who We Are
We Want You To Be You
We want to guide you to the moment when you realize that you can embrace the thing you truly want, that it’s time to stop worrying and make it happen. At first, you don’t think it’s possible, then we model it out, figure out a way, and finally, you quit the job, take the sabbatical, give an audacious amount to a cause that badly needs it, or whatever it is that you’ve been waiting for.
We Love to Nerd Out
We love to nerd out about different ethical approaches to investment, giving, making change, happiness, and advanced financial/tax planning concepts–all so that we can present solutions to our clients that are technically robust and properly consider social impact.
We Aren't Your Normal Financial Advisors
We don’t drive fancy cars or wear expensive watches. When we aren’t helping clients we are usually making a difference in our communities, taking care of our kids, or fighting for economic justice, workers’ rights, a fairer tax system, abortion/women’s healthcare access, and a sustainable environment free from climate change.