We help H.E.N.R.Y’s make financial freedom inevitable.
If you’re making over $100k a year and have less than $500k, you’re a High Earner, Not Rich Yet (H.E.N.R.Y).
Your budget, custom-built.
Your savings, automated.
Your investments, growing.
Your taxes, done.
We’re CFP® and CPA professionals who clear out the bullsh*t standing between you and financial freedom.
The last financial plan you’ll ever need.
We deliver a simple, actionable to-do list so you can achieve your goals on your terms.
We have financial health down to a science.
Your financial snapshot shows you exactly where you are, and where you’re going. Using our 15 years of combined experience, 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.
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 you can implement on your own.
If you prefer an expert touch, we can manage your investments.
We show you how to pay the right debt at the right time.
Save money on interest and shave months off your timeline, all without changing your monthly payment (unless you want to).
Save millions with tax-optimized investing and Roth conversions. Oh, and we do your taxes for you.
Minimize tax drag on your investments, get ahead of Required Minimum Distributions (RMD), and have a CPA file your taxes the right way.
Our clients think the world of us.
| Services |
Foundation
$2,000
one-time planning fee
$89
per month
|
Core
$3,000
one-time planning fee
$149
per month
|
Holistic
$3,750
one-time planning fee
$199
per month
|
| Meet with your Dedicated Financial Planner | Annually | Twice A Year | Unlimited |
| Plan Updates & New Planning Scenarios | Twice A Year | Quarterly | Unlimited |
| Financial Literacy Library | |||
| Early access to all of our content | |||
| Email and DM your Financial Planner 24/7 | |||
| Live Monthly Coaching Sessions | |||
| Financial Monitoring & Budgeting Software | |||
| Personalized Investment Recommendations | |||
| Expert Investment Management | |||
| Complex Planning: RSUs, ISOs, Self-Employment, Inheritance | |||
| Personal Tax Return Prep & Filing | |||
| Email & DM your Dedicated CPA | |||
| Meet with your Dedicated CPA | Annually | ||
| Get Started Today | Take Control | Free Your Finances |
Extra Tax Return
$350
Will-Based Estate
$500
Business Tax Return
$1000
Trust-Based Estate
$1,500
What You Can Expect
- You work with one CFP® and one CPA
- We monitor your financial health
- We hold you accountable to your goals
- We get you out of debt
- We build a custom savings plan
- We give you unbiased insurance advice
- We optimize your employee benefits