Making money
simple and clear
Refining your relationship with money which changes the way you experience life
Money doesn’t have to be complicated.
But projections, products, and fees tied to advice make it seem like it can only be complicated.
Instead of upholding the status quo, we’ve done the opposite.
Built a business that makes money simple and clear.
No projections.
No products.
One simple, flat cost.
Because once it’s simple and clear, you realize you have everything you need to be good with money.
Our Secret is Simple
***need an intro to set stage for zooming out rather than in ***
STEP 1:
Organize our Financial Life
Together, we will gather all the pieces of your financial life and summarize it more simply than you’ve ever imagined.
STEP 2:
Make Necessary Tweaks
Together, we’ll talk about where we’ve been and where we’re going and then make any necessary adjustments.
STEP 3:
Live your Life
Life happens. And it has a way of changing our feelings towards money more than any tactic or product can.
STEP 4:
Repeat Steps 1 thru 3 every year…forever.
Who likes us the most
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You want to use money to build your good life and to help people you love build their good life too. And you know that takes more than blind accumulation, but you want someone to help blaze your trail.
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It takes an open mind to move from stock tips and broker commissions to “relationships with money” and flat fees, but we’re here if you’re ready to step into the future.
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You don’t need us to tell you that investments, taxes, insurance, and “estate planning” fall way short of what you actually want - you can feel it in your bones.
Who thinks we’re a little crazy
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If that’s important to you, you’ll be disappointed when we don’t meet you on that level.
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Where the assets are held or what you should own means too much to these folks to appreciate what we’re doing here. We know where those things are on the priority list - it’s not first.
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Some people love a complicated answer. It’s easier to justify the cost. But we aren’t interested in making things any more complicated than they need to be.
Cost to Work With Us
Loosely scaled by ability to pay, never by assets under management
$1,500/yr
Income under $150k/yr
and
Assets under $500k