What do we offer?

We offer the opportunity to reduce stress and anxiety through challenging, unique times in your life.

How?

We have developed programs for key stages in life that focus on planning & preparation of the specific facets of those stages.

This planning & preparation is key to handling major milestones without breaking a (major) sweat. We breakdown more complicated processes into manageable, time-specific steps that serve as a roadmap as you prepare to spread your wings and leave the nest.

Our life-stage focus centers around a few key phases:

• College Search & Application Preparation
• Recent College Graduate Life Foundations
• Early Career Advancement Planning
• Young Family Foundations
• Expanding Your Investment Horizon

What don’t we offer?

For starters, we are not accountants or financial advisors who are going to sell you on any commissionable product (i.e., life insurance).

We do not offer individual tax advice either (but we do recommend having a good tax planning partner your corner…).

We are not going to sell you on “rice and beans will make you rich…” nor will we sell you that there is only one vehicle to achieve your goals.

We are not going to hide any affiliations with referral partners, blog guests, or program contributors. If we receive any compensation with anything linked on our website, you’ll be aware before you even get to that link.

We are not “Pay to Play” for college admissions or a guaranteed acceptance. Our programs focusing on college search & application consulting prepare your student for the best possible outcome provided they put in the work and adhere to our program.