We help H.E.N.R.Y’s make financial freedom inevitable.
If you’re making $150k+ a year but have less than $500k invested, you’re a High Earner, Not Rich Yet (H.E.N.R.Y).
We're CFP® & CPA professionals who clear out the bullsh*t standing between you and financial freedom.
Your budget, custom-built.
Your savings, automated.
Your investments, growing.
Your taxes, done.
Financial Freedom.
A financial system, not just a financial plan.
We provide all the systems, software, and practices you need to make financial freedom inevitable, with a team that handles the heavy lifting for you.
Financial Health.
We have financial health down to a science.
Your financial snapshot shows you exactly where you are, and where you’re going. We’ve hand-picked nine metrics that determine your financial health.
Your money never grows until you know where it goes.
A complete cash flow analysis to show you the best ways to save. From High Yield Savings Accounts to Mega-Backdoor Roths, we’ll make sure your money is in the right place.
Wealth Building.
Investing should be simple, effective, and affordable.
We use Nobel Prize-winning research to build your unique investor profile. Using your profile, we design a portfolio that puts wealth-building on autopilot.
Regardless of how many zeros your account has, we manage it for one fixed fee.
Taxes Made Easy.
Save millions with a tax-optimized plan. Oh, and we do your taxes for you.
Minimize tax drag on your investments, capture every deduction, and have a CPA file your taxes the right way.
Are you ready to make financial freedom inevitable?
- Define your financial ambition
- Optimize your investments
- Never worry about taxes again
- Make every dollar work for you
- Eliminate overwhelm and panic
- Stop wasting your time