Modern Fiduciary Financial Planning & Investment Management
A Progressive Path to Wealth
Build your path to wealth with a simple, high-tech experience that supports your journey to financial independence with a socially-conscious perspective.
Modern Financial Advice
Create a money journey that helps you say "yes" to your dreams, with supportive, modern, and empathetic financial advice designed for a modern world.
Impact Investment Management
Build a portfolio of Socially-Responsible, ESG (environmental, social, and governance) and Impact Investing focused on supporting and developing a better world.
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.
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.
Thinking about buying a duplex? Learn the pros and cons, from financing and maintenance to tenant management and resale value, to decide if it's the right investment for you.
E258: Medicare Enrollment 101 – A Guide to Help You Sign Up for Medicare
We’ll review the basic parts of Medicare, enrollment deadlines, how to enroll, and some common costs you can expect.
E257: What is a Buffered ETF and How Does It Work?
Buffered ETFs offer downside protection with capped gains, making them an attractive option for cautious investors. Learn how buffered ETFs work and when they might fit into your portfolio.
Should I Form an LLC for My Business Activity?
The Limited Liability Company, or “LLC” is a very common type of business structure, and for good reason. It tends to be convenient and easy to establish and comes with some benefits to the owner. So how do you decide if you should form an LLC?
Should I Buy a Duplex?
Thinking about buying a duplex? Learn the pros and cons, from financing and maintenance to tenant management and resale value, to decide if it's the right investment for you.
Medicare Enrollment 101 – A Guide to Help You Sign Up for Medicare
We’ll review the basic parts of Medicare, enrollment deadlines, how to enroll, and some common costs you can expect.
