Looking for a financial sidekick who gets ADHD? Then you have come to the right place.

💼 Budgeting and saving for goals

📈 Making smart investments

💰 Tax and insurance planning

🔄 Streamlining business cash flow and retirement plans

🌅 Prepping for your golden years

⚙️ Optimizing benefits and understanding your money mindset

We work with folks who:

✅Have $250k+ of assets they're looking to have managed professionally or can comfortably afford $6,000 annually

✅ Understand that we provide investment management and financial planning, not financial coaching.

✅Already understand the value of having a financial planner in their corner