WHO WE WORK WITH
HENRYs
High Earners Not Rich Yet
These clients are typically between 34-47 and are hitting the beginning of their peak income earning years.
Do you ever marvel at the gross income flowing into the house, and somehow flowing right back out? You know you should be saving so much more. But, how? Do you wonder why you could save in your entry level job, but not now that you’re making “good money?”
That is the moment people hire us. You have done a great job building a career, but we can help you take it to the next level. It’s important to us that you enjoy your hard-earned lifestyle, and we make sure you also save for important things [like retirement, kitchen renovations, college education, and trips to Paris].
Female business owners & executives
We serve as a brain trust for the highly driven girl boss that does not want to be mansplained to.
We have seen it all: the good, the bad, and the ugly. We can quickly assess profitability and are adept at helping owners streamline expenses. We produce CFO level analysis, helping you to make CEO level decisions.
advertising, marketing, & sales professionals
We have a passion for helping right-brained individuals “come to terms” with their finances and translate the numbers into streamlined processes and big-picture conversations. We are skilled at planning for base+bonus or base+commission clients.
soon-to-be retirees
You have had a great career and saved the best you could through all the growth and change and loss. We work with soon-to-be retirees to take an honest look at whether or not they have saved enough, or possibly need a good push to save the last 3-5 years before retirement. We will hold your hand through this scary transition and educate you about risk tolerance, while making sure you’re properly diversified.
attorneys, physicians, VETERINARIANS, accountants
We break our process down into one hour conference calls for the busiest of caretakers. Professionals need professionals, too.
Did you follow your heart into a career and suddenly find yourself running a business? We provide the education they did not give you in [law, medical, veterinary] school. Or perhaps you have done exceptionally well at building a practice and want to make sure you’re putting that income to its highest and best use - we will provide you with the education and options to meet your goals through planning.