Master your money.
Master your career.

You're probably working through a situation that's different from everyone else's. We get it. 

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Your life is complicated and might feel overwhelming. 

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Let's figure it out together.

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We've worked with many different life situations. A few of those situations are listed here.

 

We have worked through:

• Solidifying maternity leave and paternity leave finances and plans with federal, state, corporate, and no plans

• Figuring out pension plan numbers, retirement savings rates, and retirement budgets

• Deciding whether to leave a pensioned job or not and the price point needed to leave

• Buying an ADU as an investment vs. investing in the market

• Transitioning to retirement from full-time employment

• Overcoming money anxiety in parallel with a client's therapist

• Building systems for couples to manage money together

• Paying off large amounts ($100k+) of high-interest debt

• Transitioning from a full-time, benefited job to self-employment 

• Changing industries to align with passions and values

• Budgeting as a business owner or multi-business owner

• Saving up to buy a first home and then a second home

• Building a new service-based business from the ground up 

• Moving out of the country and figuring out how to budget in a new country

• Negotiating higher pay in current roles, new jobs, and promotions (guaranteed program)

• Moving from one state to another with and without selling and buying houses

• Cash flowing college educations

• Paying off primary and secondary homes

• Expanding businesses from solopreneur to employing a team