We help travel-loving young families live a life they never want to retire from
Create a savings plan — Grow your net worth — Make work optional
We Aren't Your Traditional Financial Planner
Our Core Beliefs:
Don’t build your savings without building your life.
You don’t want to climb a ladder your whole life to realize it was leaning the wrong way. Get clear on your values so you know where you want your money to take you.
Experiences > things.
Your favorite stories come from experiences, not the things you buy. Don't let the consumerism culture dictate how you spend money.
More money ≠ more happiness.
True wealth is the ability to spend your time in a way that is aligned with your core values. More money can't replace your kid's missed soccer games.
The concept of retirement is obsolete.
Don't defer your life until "retirement". Work part-time. Take a year off. Start a business. Travel the world. Who cares? Never live your life wondering "what if"?
Build optionality into your financial plan.
Nobody can predict where you will be in 30 years. Live in the moment and plan for optionality in the future.
The most important financial decisions occur in your 30s and 40s.
Life transitions = money transitions. It's better to prevent financial mistakes than to fix them in 20 years.
Does This Sound Like You?
Your Values & life stage
You’re a travel-loving young family who doesn’t buy into the "9 – 5, work-until-you’re-65" concept. Your goal is to spend your time exactly how you want so you can pursue work you love, while having the lifestyle flexibility to spend quality time with the people you love most.
Your situation
You have >$200k household income and you meet one (or more!) of these criteria:
Sound familiar? Great - you can click on the life stage below for more details about the clients we help!
Recently Married Dual Income Household
Married Household with Young Children
Married Household with Teenage Children
Does This Sound Like You?
Your Values & life stage
You’re a travel-loving young family who doesn’t buy into the "9 – 5, work-until-you’re-65" concept. Your goal is to spend your time exactly how you want so you can pursue work you love, while having the lifestyle flexibility to spend quality time with the people you love most.
Your situation
You have >$250k of household income and you meet one (or more!) of these criteria:
Sound familiar? Great - you can click on the life stage below for more details about the clients we help!
Let's Talk!
We invite you to stop worrying about your money and start investing in your financial future. Let's talk about how we can help alleviate your financial concerns and guide your journey to financial freedom.
Contact Info:
Not Quite Ready?
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