WEALTH ON YOUR TERMS

We help professionals in their 20s, 30s, and 40s use money to live life on their own terms.

Virtual

CFP® Professionals

Fiduciaries

Independent

Make a plan
to have it all.

You want to buy a house, work remotely, travel the world, pay off student loans, save for your children's education, save for retirement, leave a legacy, and more.

You are a thriving professional who wants to have it all, to do the most with your money and your life now and in the future. We are here to help you do it. Let's make a plan.

Services

Financial Planning

You want to live life on your own terms, to turn your money into your vision of wealth. In order to do so, you need accountability, encouragement, and education to make confident financial decisions. We provide you with the ongoing and personalized financial guidance you want and need.

How it works

  1. Get Organized
  2. Evaluate your current financial situation
  3. Clarify your goals and values
  4. Develop your plan
  5. Take action - Implement your plan
  6. Review your progress, reevaluate, and revise your plan

What we help with

  • Budgeting
  • Building an emergency fund
  • Saving for large expenses
  • Evaluating and negotiating job offers
  • Choosing employee benefits
  • Student loan repayment and forgiveness plans
  • Determining insurance needs
  • Buying a house
  • Becoming debt free
  • Achieving financial independence
  • Retirement planning
  • Charitable giving
  • Creating an estate plan
  • and more

Fees are based on complexity and consist of an upfront and ongoing annual fee.

Investment Management

You want to invest, to make your money work for you. In order to do so, you need a consistent and disciplined approach to implementing, monitoring, and adjusting your investment strategy. We provide you with the continuous and tailored investment management you want and need.

How it works

  1. Clarify your investment goals
  2. Determine your risk tolerance and capacity
  3. Develop your investment strategy
  4. Take action - Implement your strategy
  5. Monitor and rebalance regularly
  6. Review your progress, reevaluate, and revise your strategy

What we help with

  • Rolling over your 401(k) from previous employers
  • Contributing to an IRA (whether Traditional or Roth)
  • Mega Backdoor Roth IRAs
  • Roth IRA conversions
  • Growing your Health Savings Account
  • Choosing a 529 Plan for higher education expenses
  • Establishing retirement plans for small businesses
  • Determining your risk tolerance and capacity
  • Building a diversified portfolio
  • Choosing a tax-efficient asset allocation
  • Rebalancing accounts
  • Tax-loss harvesting
  • Monitoring investment returns
  • and more

Fees are based on a percentage of assets under management (no account minimum) and start at 0.75% per year.

Who We Are

We are virtual. We built a location-independent firm so that we can work with professionals in their 20s, 30s, and 40s, regardless of where their careers take them.

We are CERTIFIED FINANCIAL PLANNERTM professionals. We have met the extensive education, examination, experience, and ethical requirements to earn the CERTIFIED FINANCIAL PLANNERTM certification - the standard of excellence in the financial planning profession.

We are fiduciaries. We always put client interests first, act with prudence (with the skill, care, diligence, and good judgement of a professional), provide conspicuous, full, and fair disclosure of all important facts, avoid conflicts of interest, and fully disclose and fairly manage, in your favor, any unavoidable conflicts.

We are independent. We have the freedom to provide a customized client experience, with no outside influence. We do what is best for our clients.

We are honest, direct, and respectful communicators. We are transparent in all that we do. This includes, but is not limited to the services we provide, the fees we charge, and the recommendations we make.

Brooke Cassady

CERTIFIED FINANCIAL PLANNERTM - CFP®

Accredited Financial Counselor® - AFC®

Sabina Smailhodzic Lewis

CERTIFIED FINANCIAL PLANNERTM - CFP®

CERTIFIED FINANCIAL PLANNERTM - CFP®

Let's Work Together

Schedule a 30-minute virtual introductory meeting to determine if moving forward together is right for you.

Schedule a Meeting

General Inquiries and Questions

Use the contact form to get in touch.

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