Full Resource List
We take a "household CFO" approach, providing full-service financial planning and investment management with great services and ongoing support at a reasonable price. We are independent fiduciaries and keep our fees low, well below Wall Street rates, while providing services they don’t offer.
We write on practical, thoughtful, well-sourced topics that apply to our clients written by David, Alishia and other humans--not AI.
Below is our full list of resources. Click on the tags in each post to see more on that topic.
Death Positive Financial Planning
Death is not the opposite of life, but a part of life. And still, this topic is very taboo. Being financial planners, factoring in your ultimate death is always part of our work, but it can still be difficult to address. As a death positive financial planning firm, it’s our promise to meet you where you, actively listening while being open, honest and empathetic.
The Big Six
Six documents you and your loved ones need to help navigate life as you age. Do you have them?
If you said ‘no,’ you are not alone. The number of Americans with a will continues to decrease and is now well below half, 31% according to one survey, and presumably some of those are outdated.