It’s the end of the workday.

You have given all your energy to help those around you, and your proverbial tank is empty. You go home, flip on the TV and scroll through some socials. This doesn’t help like you hope, because as a progressive person the current events hits differently…sometimes resulting in more worry and exhaustion instead of insight and hope.

On top of all of that, you know you should be making sure you are saving enough to retire from this grind, but how? Sometimes it feels easier to just distract yourself from the stress, even if it only ends up compounding the stress. When you are a giver, it’s hard to find the time and energy to navigate your finances.

This is where we ask you to let us help you help others.

We have worked with a wide variety of progressive-minded helpers who have experienced this type of exhaustion, and would love to work with you.

We designed a financial planning process that fits into our clients’ lives, not the other way around. We meet regularly to help them keep forward momentum, even if that means doing their “homework” during those meetings when they didn’t have the energy to complete it beforehand. Each client is guiding the process; we prioritize their needs over any agenda. Their lives are busy, so we stay flexible expecting the occasional need to reschedule to come up along any financial planning journey. We do everything we can to do the heavy financial lifting, taking it off our client’s plates.

Our meeting style is one of casual chat to support meaningful goals. We don’t take ourselves too seriously, but we do take our work very seriously. We embrace our geekiness when it comes to finance (you should hear our founder talk about HSAs!!!!) You don’t have to know all the things. If you want to learn, we will gladly teach you as much as you want to know. Heck, we will re-teach you when you ask again because most of use can't remember everything.

Our mission is to help the progressive helpers of the world. If that sounds like you, we would love to talk to about becoming a client. Please reach out.

Ready to become a client?

Let's talk about how we can help.

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