For Who?

Anyone who needs an extra push and the structure to achieve their optimal financial status.  We specialize in recent college graduates or young families with limited income. 

 

What do we do?

Provide a comprehensive financial plan, answer your questions, and act as a personalized resource in the following categories:

• Budgeting

• Saving for emergencies

• Bank accounts

• Credit cards

• Retirement saving

• Investing best practices

 

Why?

To share knowledge, create accountability, and provide easy access to resources.  We want to help you move towards financial structure, intelligence, and peace. 

 

How?

By starting everyone off with a comprehensive financial assessment.  Together, we'll go through every aspect of your finances until we have a complete understanding of where you are now and where you want to go.  Then we'll be by your side, answering questions and checking in, as you climb towards your goals

 

When and Where?

Anytime and anywhere.  If you're in the California Bay Area, we can sit down together.  If not, we'll start with a video call, and we'll always be just an email away for any questions.