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

Holistic Means Looking Beyond Investments

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.

A Disciplined Process to Organize and Grow Your Wealth

Transform your financial life with our values-driven, comprehensive approach to wealth management. We specialize in helping high-earning tech professionals and small business owners harness their wealth to achieve their life’s purpose. By offering customized financial planning, strategic tax solutions, and ongoing coaching, we empower you to align your financial choices with your values and confidently pursue your financial goals.


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.

Investment Management Services

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.

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.

The FI|Mastery Journey: Stay on Track All Year Long

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.

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.

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.

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.


Schedule a consultation and learn more about how we can help you achieve your financial goals. 

Schedule an Introductory Call Today!

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