Fiduciary Financial Planning & ESG Investing

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Modern, Non-stuffy and High-tech

We believe everyone deserves access to professional financial advice. No minimums, no judgment, and no jargon. And you can meet with us from the comfort of your own home via video conferencing and paperless systems.

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A Progressive Financial Partner

You don't just want financial advice. You want a simple experience. You want high-tech virtual access that works around your schedule. And you want your money to make a positive impact in your life, in your community, and in the world.

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E177: Six Things That Happen When You Switch to Debit Cards

Switching to using debit cards only can be a great way to “detox” from the destructive spending habits that are sometimes created by credit cards.

E176: Everything You Need To Know About Quarterly Estimated Taxes

Worried about paying estimated quarterly taxes? Get an understanding of what they are, how to calculate them, and the importance of filing on time in this episode.

E175: A List of Dumb Things I’ve Done With Money

If you struggle with feelings of shame around money, I hope that seeing my speed bumps along the way will help you feel less alone.

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