We are the Sherlock Holmes of finding where your money is going. If you need a budget to stay disciplined, we will build one together and keep you accountable.

We will help you be as tax efficient as possible. We like tax planning because it’s a more reliable way to build wealth.

We suggest investments based on what you needs and your comfort level. Our investments do more by doing less with simple, low-cost, index funds. We can even invest for you!

It’s far in the future, but we will plan on when and how we want to retire. We will navigate all the rules and account types.

We will look at how buying a house affects your wealth. We will point out the hidden costs of home ownership and if we should get a mortgage.

We will talk about which student loans to pay off, refinance, or keep. We will figure out strategies to help you qualify for student loan forgiveness.

We talk about insurance strategies to cover your family if something “bad” happens to you. We believe in buying insurance only when needed and that is easy to understand.

We help you pass your inheritance efficiently and cost-effectively, typically with an attorney. Otherwise, it’s a not a fun process for your heirs.