Setting your Financial Foundation

Take Control

You’re looking to take control of your finances, eliminate debt, and build a solid financial foundation. Master your money with coaching to help you manage your cash flow, get out of bad debt, and begin saving and investing for your future. As fee-only and fiduciary advisors, we are legally obligated to serve your best interests, without conflicts of interest which come from sales commissions, referral fees, or kickbacks. 

Financial Coaching

Financial Coaching offers guidance, analysis, and recommendations related to foundational aspects of your personal finances including budgeting, debt management, and career planning. Subsidies are offered to lower the cost for low-income families and recent graduates through our non-profit organization, Purposeful Finance. Apply for a Subsidy

Comprehensive Financial Planning

Financial Planning goes beyond coaching to include all aspects of your personal finances including career & business advising, retirement planning and investments, tax planning, funding children’s education, and anything else that touches your money.

Advisor Answers:
Purposeful Budgeting | A budget that integrates finances with your desired life
Purposeful Budgeting | A budget that integrates finances with your desired life
How is my severance package taxed?
How is my severance package taxed?
Coronavirus: What mortgage help is available?
Coronavirus: What mortgage help is available?
What Do I Do with the Recent Stock Market Crash?
What Do I Do with the Recent Stock Market Crash?
What should my fiancé and I do with the extra $7,000 we make each month?
What should my fiancé and I do with the extra $7,000 we make each month?
Is Peer-to-Peer Lending a Good Idea?
Is Peer-to-Peer Lending a Good Idea?
Where should a first time investor start?
Where should a first time investor start?
Will paying off my credit card debt with a personal loan improve my credit score?
Will paying off my credit card debt with a personal loan improve my credit score?
What should I do with the money in my savings account?
What should I do with the money in my savings account?
I just paid off my debt and built up a four-month emergency fund; what's next?
I just paid off my debt and built up a four-month emergency fund; what's next?
Would Getting a Paper Divorce Help Financially?
Would Getting a Paper Divorce Help Financially?
How does one weigh the trade offs between bootstrapping a small business and seeking Venture Capital?
How does one weigh the trade offs between bootstrapping a small business and seeking Venture Capital?
As a college student, should I continue investing or save to pay off my debt first?
As a college student, should I continue investing or save to pay off my debt first?
Which is the best strategy to pay off our debt?
Which is the best strategy to pay off our debt?
As a college graduate with a new job, how should I structure what I do with my income?
As a college graduate with a new job, how should I structure what I do with my income?
Why do stock prices rise over time?
Why do stock prices rise over time?
How do I find the right financial advisor for me?
How do I find the right financial advisor for me?
Should we invest in stocks or pay off student loans with money gifted to us from our wedding?
Should we invest in stocks or pay off student loans with money gifted to us from our wedding?
I want to invest some of my savings with a long-term strategy to use to pay back the loans I will be taking out for school; what kind of investment strategies or accounts should I consider?
I want to invest some of my savings with a long-term strategy to use to pay back the loans I will be taking out for school; what kind of investment strategies or accounts should I consider?
Should I pay down student loan debt or start a business?
Should I pay down student loan debt or start a business?
How should I get out of debt?
How should I get out of debt?
Should I take a lower salary working for my family or pursue a higher paying job for a good company?
Should I take a lower salary working for my family or pursue a higher paying job for a good company?
What is the safest way to earn a higher interest rate on our money than by using our traditional savings account or a money market account?
What is the safest way to earn a higher interest rate on our money than by using our traditional savings account or a money market account?
Do Credit Cards Charge Interest on New Purchases If One Is Paying Off a Balance?
Do Credit Cards Charge Interest on New Purchases If One Is Paying Off a Balance?
How To Keep The Recent Market Drops From Ruining Your Financial Plan
How To Keep The Recent Market Drops From Ruining Your Financial Plan

We start with a free initial Discovery Meeting to answer your questions, explore your goals, and explain how financial planning can help achieve them.