Use Your Money to Have Meaningful Experiences, Help Others and Take Care of the Planet
Live Free of Consumerism
Give Generously
Be a Good Human
Whether you’re looking to travel extensively, take a sabbatical, or make work optional, we’ll lay a solid financial foundation to achieve your goals.
We’ll help you achieve your generous intentions tax efficiently while not sacrificing your financial security.
We’ll help you design a portfolio that is reflective of your values.
Families We Serve
You are intentional about your life, your relationship to others, and your responsibilities to the planet.
In today’s environment, that’s no easy task. Curated social media, endless advertisements, demanding societal pressures. This leads to acquiring more stuff, always being busy, and continuously feeding our egos. It seems that everyone, everywhere, all the time is pushing an agenda for us to be other than who we already are. This leaves little money, time, or energy to truly improve ourselves, help others or to take care of the planet.
They want their lifestyles to be reflective of their priorities and not let the consumerist culture dictate how they spend their money
They want to strive for personal growth by balancing their physical, emotional, spiritual, financial, and social health.
They understand their place in the world and want to do their part by giving generously to causes they are passionate about.
The families we serve have high incomes and would like to use their time and money for meaningful pursuits: Roughly over $150k for singles and $200k for couples
Who We Are
We understand your mindset because we practice the same ideals. We believe that when people’s money aligns with their values, they are happier and more fulfilled. And when people strive for balance, they live their best lives.
We help our clients achieve financial and personal well-being through a life-centered approach to financial planning. Achieving your best life, and not indulging your money, forms the foundation for which our recommendations are based upon. And mindfulness is the tool we use to do this.
When mindfulness is integrated into financial planning, we can confidently answer questions like:
Are our money decisions reflective of our values or are they being influenced by society?
What facets of our lives are out of balance and need a boost?
What experiences are important to live our best lives?
What is our definition of “enough?” And what comes next after having enough?
Why We’re Different
Flat Fee and Fee-Only
We are flat-fee, fee-only advisors, which means we are only compensated by you. We don’t receive commissions so we don’t have products to sell you. When you work with us, you’re paying for our unbiased advice based on what’s truly best for you. Our flat fees are determined by the services we provide, not by your portfolio size.
Financial Life Planning
Financial Life Planning is exactly as it sounds: we put your life at the center of our financial planning process. Through our discovery process, we get to learn who you really are: What’s your why? What lights you up? What keeps you up at 3 a.m.? We go beyond cookie-cutter goals and help you plan for meaningful aspirations.
Planning for Modern Times
We offer a subscription-based service that allows you to get expert advice in real time. And because we don’t have asset minimums, our advice is available to DIY investors. We leverage technology to provide you with efficient, prompt and high-quality service. Plus, we’re virtual and are able to “meet” you regardless of where you live.
