A Holistic Plan to Get Your
Financial House in Order.

Tech Professionals and Business Owners:
We’ll Help You Discover Your Purpose,
Organize Your Finances,
And Intentionally Plan Your Future
So You Can Grow and Protect Your
Financial Wealth 

A Holistic Financial Planner To Help You Get Your Financial House in Order and Keep it That Way Forever.

We believe that true financial success goes beyond just managing your money. It’s about aligning your financial goals with your unique values, priorities, and life purpose.

We are experts in providing comprehensive financial guidance and support that is tailored to your specific needs and circumstances. As Holistic Financial Planners, we don’t just focus on investments and retirement planning; we take a comprehensive approach to your financial life, including equity compensation, business planning, taxes, estate planning, risk management, and cash flow management.

We’ll work with you to create a personalized financial plan that is designed to help you live life with intention. And we are dedicated to providing ongoing support and guidance, helping you stay on track with your financial independence plans and make any necessary adjustments along the way.

As a holistic financial planner, we are not just financial experts; we are also empathetic listeners and advisors. We have a deep understanding of the complexities of human nature, which enables us to take a more holistic and compassionate approach to our work. We also collaborate with other professionals, such as lawyers or tax advisors, to ensure your financial plan is optimized and comprehensive.

Whether you’re just starting to plan for your financial future, or you’re looking to make the most of your wealth, our holistic financial planning services can help. We are committed to helping you achieve true financial success that is aligned with your values and purpose. Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals.

Holistic Financial Planning Services to Help Manage and Keep Your Financial House in Order

Get more time in your day and gain peace of mind with our comprehensive financial planning and investment management services.


Holistic Financial Planning Services

Master your financial independence journey.  Crystalize your life values and purpose. Make sense of your stock award. Eliminate guesswork on your business cash flows. Create a plan to build your wealth and have more of the life you want, and less of the one you don’t.


Disciplined Investment Management

Are your investments stressing you out? We’ll help you invest wisely. Identify your ideal asset allocation and reduce unnecessary risks. Reduce company stock concentrations. Pay no more tax than necessary. Live off your savings with confidence.


Unlock Your Financial Potential

Unlock Your Financial Potential
Imagine the possibilities as you embark on a journey to achieve your unique financial goals, both big and small. We will collaborate with you to uncover and define your dreams, whether it’s purchasing your ideal home, ensuring your children receive the best education, or designing the perfect retirement plan.

We’re here to help you craft a personalized roadmap to financial success, tailored to your specific lifestyle and life purpose. Begin your journey with us today, and witness your dreams turn into reality!

Experience the Power of a Comprehensive Approach
Unleash your financial potential with our all-encompassing financial planning process, designed to address every aspect of your financial life. From investments and savings to taxes, insurance, estate planning, and retirement planning, we’ve got you covered. Our team of experts will collaborate with attorneys, accountants, and insurance agents to ensure seamless integration and alignment of your financial strategies.

With our holistic approach, you’ll gain a clearer understanding of your financial landscape and feel more confident in your financial decisions. Take the first step towards financial success and partner with us today!

Experience the Power of a Comprehensive Approach
Navigate Your Financial Future with Confidence

Navigate Your Financial Future with Confidence
We are dedicated to providing you with expert guidance and unwavering support every step of the way. We’ll be your trusted partner, helping you make sense of complex financial decisions and overcome challenges with ease.

With our proactive approach, we’ll conduct regular reviews and updates of your financial plan, ensuring it remains optimized for your evolving needs and goals. Plus, we’ll empower you with knowledge, educating you on financial concepts and strategies to help you take control of your financial life. Join us today and experience the peace of mind that comes from knowing your financial future is secure and well-managed!


How Might Achieving Financial Independence Benefit You?

Prepare for the Unexpected

  • How much should I have in emergency savings?
  • I’m worried about my job security, can a fee-only fiduciary advisor help?
  • I just got laid off, how can I make my money last while I find a new job?
  • How can a wealth management process ensure that my family is taken care of if I die?
  • Should I leave my money to my kids equally or give to those who need more?












Plan for Life Changes

  • We’re starting a family and need financial planning help to buy a home/car and plan for college.
  • I just got a promotion and need and need a financial planner to help sort my savings.
  • Should I quit work to raise a baby?
  • Can I afford to quit my job and start a business?
  • What can I do to leave a legacy?














Help with Your Investments

  • I want a fiduciary financial advisor to manage my investments.
  • Market volatility worries me, and I’m not sure my investments are correctly aligned.
  • I no longer have the time to manage my investments.
  • How much should I contribute to my employer’s retirement plan?
  • What can I do with my old 401k or 403b?















Planning for Retirement

  • How should I invest to save for retirement?
  • How much can I afford to spend every month in retirement?
  • Can a wealth management process ensure that I don’t run out of money?
  • How can I prepare my retirement savings for market volatility?
  • Should I request equal monthly pension payments or a lump sum?
















Are We a Fit? Schedule Your No Obligation 30-Minute Introductory Meeting to Find Out.


Learn More About Our Services

Are we a good fit? Schedule your no obligation 30-minute introductory meeting to find out if our services fit your needs.

Call or email to learn more:

(412) 307-0297



Schedule an Appointment Now.


Use this appointment calendar to choose a time and date that works best for you.