About Us

What We Do

Find Out:

How can we make your retirement...

...kickass?

(pardon our French)

Some of our most burning questions, and how we resolve them!

Some of our most burning questions, and how we resolve them!

Some of our most burning questions, and how we resolve them!

Some of our most burning questions, and how we resolve them!

"When can I retire?"

This is our most common question amongst pre-retirees. Not having that number can make it pretty hard to plan ahead.

We'll work with you on:

Assessing financial readyness
"Should I work one more year?"
The trade-off's of waiting

"When should I claim Social Security?

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

We'll work on:

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

"What should I do with my time?"

You might not actually ask us this question, but we will almost certainly ask you! We want your retirement to be intentional, fulfilling, and damn fun!

We'll work on:

Discovering what a great retirement might mean to you
Assessing how to make that a reality using your financial resources
Anything holding you back!

"How can I lower my tax bill so I can keep more of my money?"

You might not actually ask us this question, but we will almost certainly ask you! We want your retirement to be intentional, fulfilling, and damn fun!

We'll work on:

Discovering what a great retirement might mean to you
Assessing how to make that a reality using your financial resources
Anything holding you back!

Things We

Solve

Retirement can sneak up on us, and carries a ton of big questions to answer.

We deal with the logistical issues, as well as the bigger-picture matters. Here are some examples:

If you're wondering about this:

We can help!

How we craft your retirement:

01

Let's Get to Know Each Other

We'll meet for an hour and talk about you – what do you care about? What are you looking for? We'll tell you about our approach, too.

If we're a good fit, we'll ask for documents to review.

(Schedule that here >)

02

Here's What We Found Out.

We'll show you our findings, including an income projection for your retirement. You might be surprised what we come up with!

If you like what you see, we'll move forward and get to work!

03

Deep, Deep Dive

More documents, more meetings, more results!

We'll review more about your financial picture and share our findings along the way.

04

Buoyancy

We'll share our plan, incorporating the things you wanted and our idea for how to get there.

Now, things get interesting.

We put things into action, and start making moves to bring your plan into real life.

You'll continue to meet with us 1-2x per year, or as needed when situations arise.

We'll manage your investments so you can go and focus on that kickass retirement!

Staying Buoyant:

How We Do Things

Our process is focused on two things: discovery, and delegating.

Gee, they're sure having a fun time!

Working with us is a long term, ongoing relationship. We focus on these key areas during our time together.

Change the text and add your own content, including any information that is relevant to share.

Change the text and add your own content, including any information that is relevant to share.

Change the text and add your own content, including any information that is relevant to share.

Change the text and add your own content, including any information that is relevant to share.

We don't have a one-size approach, though. We always shift our focus around what you bring in, and what's on your mind.

Do you invest in things that you don't agree with?

We think you should have the option to know where your money is going.

We offer values-based investing and assessments to give you a chance to make your own choices.

What's Included

When You Work With Us

An almost-comprehensive list of what you'll get as part of an ongoing relationship with us.

Initial Onboarding Setup