We specialize in helping younger generations (Gen X, Millennials & Gen Z) get their financial house in order and get on track for early retirement. So we exclusively work with 25–50-year-olds.
Do you fit in that age range?
Because our area of expertise is geared towards wealth-building and early retirement, we wouldn't be the right partner for your specific stage of life.
If you'd still like to book a call, please email [email protected] and we'll assist.
Here are some great resources for finding a fee-only planner who could be a better fit:
Our services are optimally priced for households that make over $200,000 a year in household income.
Does that describe your household income?
Because our firm's service pricing is engineered to match the needs of households at the $200k+ income level, we aren't the best fit to serve you right now.
If you'd still like to book a call, please email [email protected] and we'll assist.
Here are some great resources for finding a fee-only planner who could be a better fit:
Unfortunately, we are not equipped to help people get out of credit card debt.
Do you currently have any credit card debt?
Unfortunately, we are not equipped to help people get out of credit card debt at this time. But we would love to point you in the right direction of someone who can!
Here are some great resources for finding a fee-only planner who could be a better fit:
We specialize in working primarily with tech professionals and entrepreneurs.
Does that describe your role?
Because our area of expertise is tightly focused on navigating the unique equity packages, compensation structures, and financial tracks of tech professionals and entrepreneurs, we are not the right partner for your financial journey.
If you'd still like to book a call, please email [email protected] and we'll assist.
Here are some great resources for finding a fee-only planner who could be a better fit:
Our investment philosophy is simple: We prioritize diversification, low cost funds, and tax efficiency. While we are happy to (and will) manage investments for you, it is not required to start working with us. We use Schwab as our Custodian.
Does this investment approach align with your expectations?
If you aren't comfortable with our investment philosophy (focused on simple, low-cost index ETFs) or our custodial preferences, we likely aren't the best fit for each other.
If you change your mind at some point, please reach back out!
If you'd still like to book a call, please email [email protected] and we'll assist.
Here are some great resources for finding a fee-only planner who could be a better fit:
Great news — it sounds like we could be a great fit. Based on your answers, you'll be working with Amanda.
Click below to pick a time that works for you.