Making money
simple and clear
Refining your relationship with money which changes your experience of 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.
No confusing or hidden fees.
Because once it’s simple and clear, you realize you have everything you need to be good with money.
How We Simplify
It’s not easy to swim against the current, but a few intentional choices make it possible
We use one picture to tell the whole story.
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Am I on track?
Am I being responsible?
Can I afford to…?
How much is enough?
Yes, it answers those questions -that’s the only reason we built it.
We don’t police spending.
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We know that talking about finances is like undressing in front of a stranger. And getting scolded for how you spend doesn’t make that naked feeling any better.
We know what leads to good outcomes regardless of what does or doesn’t happen in the future, see Our Philosophy.
We don’t predict the future.
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All the investment solutions you need are on platforms you likely already use. You don’t need “management” or fancy products to get good returns.
We don’t manage or sell investments.
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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 one flat cost, 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 it’s important to you to track daily and monthly market movement, 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.
The Cost to See Simply and Clearly
Loosely scaled by ability to pay, never a percentage of anything
$2,500/year
Income under $200k and
net worth under $1m
$5,000/year
Income over $200k or
net worth over $1m
$7,500/year
Income over $300k or
net worth over $2m
Total cost paid annually, bi-annually, or quarterly
Limited space for 3-year terms at reduced cost (based on financial need)