Money decisions are often driven by desires to feel happy, safe and secure. We help tech professionals and startup entrepreneurs make a plan to build their wealth.
What does it mean to you to live a wealthy life?
We believe that no matter what living a wealthy life means to you – maximizing your happiness begins with taking control of your financial life.
Our mission is to cut through the crap and meet you where you are. We offer you online, automated ways to manage your money with flexible financial planning. We work with tech entrepreneurs and employees as a financial coach and confidant, helping you grow your wealth.
We begin our relationship with a 30 minute discovery call to determine if it makes sense to work together. Then, we outline the options available for you and progress to a full financial plan or quick-start project. Once completed, we will continue to identify priorities, focus on goals, and balance the trade-offs.
You only have so much to invest: money, time, energy, and skill. Let us help you maximize your investment in growing your wealth.
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