Making money
simple and clear
Refining your relationship with money which changes your experience of life
Money doesn’t have to be complicated.
But projections, products, and fees tied to advice make it seem like it can only be complicated.
Instead of upholding the status quo, we’ve done the opposite.
Built a business that makes money simple and clear.
No projections.
No products.
One simple, flat cost.
Because once it’s simple and clear, you realize you have everything you need to be good with money.
How We Simplify
It’s not easy to swim against the current, but a few intentional choices make it possible
We know what leads to good outcomes regardless of what does or doesn’t happen in the future, see Our Philosophy.
We don’t try to predict the future.
We don’t manage or sell investments.
All the investment solutions you need are on platforms you likely already use. You don’t need “management” or fancy products to get good returns.
Am I on track?
Am I being responsible?
Can I afford to…?
How much is enough?
Yes, it answers those questions.
We use one visual that tells the whole story.
We meet you where you are.
No budget worksheets. No scanning documents. No questionnaires. No shaming. No referring you away because you don’t have enough saved.
Proactive meetings twice a year. Reactive meetings as life demands. Your relationship with money doesn’t change by accident, so we meet on purpose.
We trust a proven process.
Who likes us the most
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You want to use money to build your good life and to help people you love build their good life too. And you know that takes more than blind accumulation, but you want someone to help blaze your trail.
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It takes an open mind to move from stock tips and broker commissions to “relationships with money” and flat fees, but we’re here if you’re ready to step into the future.
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You don’t need us to tell you that investments, taxes, insurance, and “estate planning” fall way short of what you actually want - you can feel it in your bones.
Who thinks we’re a little crazy
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If that’s important to you, you’ll be disappointed when we don’t meet you on that level.
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Where the assets are held or what you should own means too much to these folks to appreciate what we’re doing here. We know where those things are on the priority list - it’s not first.
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Some people love a complicated answer. It’s easier to justify the cost. But we aren’t interested in making things any more complicated than they need to be.
The Cost to See Simply and Clearly
Loosely scaled by ability to pay, never a percentage of anything
$1,500/year
Annual income under $150k
and
Assets under $500k
$3,000/year
Annual income over $150k
or
Assets over $500k
$5,000/year
Annual income over $300k
or
Assets over $1m