How to Freeze Your Credit (And Why You Might Want To)
One tool in your fight against identity theft is a credit freeze. But what exactly is a credit freeze, and why should you consider implementing one?
Level Up Your Money
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.
As featured in
Modern, Non-stuffy and High-tech
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.
A Progressive Financial Partner
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.
E235: How to Freeze Your Credit (And Why You Might Want To)
One tool in your fight against identity theft is a credit freeze. But what exactly is a credit freeze, and why should you consider implementing one?
E234: The Psychology Behind Overspending
Overspending is a common financial challenge that affects millions of people, regardless of income level or financial knowledge.
E233: The Cash Balance Plan – A Powerful Tax Savings Tool for Solo Business Owners
As a solo business owner, you're probably looking for ways to maximize your tax savings and secure your financial future. One powerful tool that can help you achieve both goals is the cash balance plan.
The Psychology Behind Overspending – Understanding the Internal Motivations that Lead to Financial Impulse
Overspending is a common financial challenge that affects millions of people, regardless of income level or financial knowledge.
The Cash Balance Plan – A Powerful Tax Savings Tool for Solo Business Owners
As a solo business owner, you're probably looking for ways to maximize your tax savings and secure your financial future. One powerful tool that can help you achieve both goals is the cash balance plan.
