Flat Fee Fiduciary Financial Planning & Investment Management
A Progressive Path to Wealth
Build your path to wealth with a simple, high-tech experience that supports your journey to financial independence with a socially-conscious perspective.
Modern Financial Advice
Create a money journey that helps you say "yes" to your dreams, with supportive, modern, and empathetic financial advice designed for a modern world.
Impact Investment Management
Build a portfolio of Socially-Responsible, ESG (environmental, social, and governance) and Impact Investing focused on supporting and developing a better world.
We believe everyone deserves access to professional financial advice. No minimums, no judgment, and no jargon. And you can meet with us from the comfort of your own home via video conferencing and paperless systems.
You don't just want financial advice. You want a simple experience. You want high-tech virtual access that works around your schedule. And you want your money to make a positive impact in your life, in your community, and in the world.
E222: The Impact of Money Scripts on Your Financial Decisions
Our behavior related to money is driven by many factors. One factor can be our unconscious beliefs about money. These beliefs are called "money scripts," and they can significantly influence our habits and results with money.
E221: How Debt Can Sabotage Your Financial Future – Understanding the Negative Effects of Debt
Debt is not always bad, but it's often overused. Avoiding debt as much as possible is one of the best ways to avoid financial stress and make faster progress toward your financial goals.
E220: Can I Withdraw From My IRA for a Down Payment on a Home?
Are you dreaming of buying a new home but struggling to come up with enough money for a down payment? If you have an IRA, you might be tempted to dip into it to fund your dream. But can you actually withdraw money from your IRA for a down payment on a home?
The Impact of Money Scripts on Your Financial Decisions
Our behavior related to money is driven by many factors. One factor can be our unconscious beliefs about money. These beliefs are called "money scripts," and they can significantly influence our habits and results with money.
How Debt Can Sabotage Your Financial Future – Understanding the Negative Effects of Debt
Debt is not always bad, but it's often overused. Avoiding debt as much as possible is one of the best ways to avoid financial stress and make faster progress toward your financial goals.
Can I Withdraw From My IRA for a Down Payment on a Home?
Are you dreaming of buying a new home but struggling to come up with enough money for a down payment? If you have an IRA, you might be tempted to dip into it to fund your dream. But can you actually withdraw money from your IRA for a down payment on a home?
