Do you and your partner want to manage your finances with confidence?

Helping couples with cash flow, stock compensation, tax planning, and inheritance.
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How we can help

Cash Flow Planning &
Goal Setting
We'll help you automate cash flow and identify additional resources to increase your savings, pay down your student loans, start saving for a kitchen renovation, or your dream home.
Investment Management &
Tax Planning
Our goal is to help you understand how your asset allocation, tax allocation, and investment selections impact your financial goals. We actively manage our clients' investments.    
Couples in
Business
Owning a business with your partner has unique challenges. We'll help you structure your business finances so you can better support your personal financial goals.
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Built to help people
like you

We’re proud of our services, and we’re excited we get to help a variety of clients in all walks of life. Our goal is to create a vision for household money with a unified approach.  Each partnership sets dedicated time with Natalie + Dan to prioritize this major component of their family.  With the help of experts, developing and amending a financial plan is an
investment worth making.
Clients we work with
James + Nellie

Interests: Traveling, running, biking, sustainability

Issues: Cash flow planning, education planning, stock options, restricted stock units, tax planning

Annual Income: $415,000

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Their income has gone up significantly over the past 5 years due to stock compensation. Although they spend within their means, decisions around their cash flow are starting to feel overwhelming. In addition to cash flow, they need help with tax strategies now that they're in a much higher tax bracket.

Lauren + Camille

Interests: Running their business together, hiking, playing with their puppy

Issues: Business and personal goal setting, managing business and personal cash flow, retirement planning

Business Revenue: $310,000

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Now that their business is successful, it's time to start prioritizing their financial well-being (which has taken a back burner these last few years). They're looking to establish business retirement accounts that they can contribute to on a regular basis.

Kacey + Leon

Interests: Soccer, art, reading, trying new restaurants

Issues: Combining cash flow, restructuring bank and investment accounts, goal setting as a couple, planning for their future

Annual Income: $360,000

Read Their Story

They have everything financially separated, and have been meaning to combine their financial situation ever since they got married two years ago. Kacey has also started receiving substantial wealth transfers from her beloved grandparents. Kacey feels that she needs expert guidance to ensure these gifts and the wealth they create are handled prudently.

Start your financial
journey now

Our goal is to help you understand how your asset allocation, tax allocation, and investment selections impact your financial goals. We actively manage our clients' investments.
Schedule a Free Consultation