How We Work
Ready to Upgrade Your Finances?
Here’s the next step.
You did it. You’re earning six figures in your 30s—congrats!
You understood the assignment, and you nailed it. But the road ahead is less clear. How much should you save? Where should you invest? How much can you spend on epic adventures or Tuesday date nights now, and still afford that house you’ve been stalking on Zillow?
The specifics are different for everyone. That’s why the 1st step for all of our clients is The Stash Plan.
Click to Get Started or scroll to learn more.
STEP 1
The Stash Plan
Your customized roadmap to financial clarity—the only plan you need to finally rest easy knowing your money is where it should be.
The Stash Plan is a six-week deep dive into your finances, life and goals, where we put together a custom plan tailored just for you. Including:
One-on-One Guidance:
No cookie-cutter advice here.
You’ll work directly with a dedicated expert advisor to get into the nitty-gritty of your life, from those 'how much can I drop on concert tickets' moments to 'how can I make a Sabbatical in Spain work' questions. They’ll help you get clear on your goals, what you value most, and even the money questions you didn’t know you had.
Total Clarity:
By the end of this, you won’t just have a financial plan—you’ll know exactly how to get the most out of your money, feel secure in your financial future, and have the confidence to make bold decisions, minus the buyer’s remorse.
Expert Insights +
Tech-Powered Tools
We use the same cutting-edge financial tools as the big firms, but we don’t hide behind jargon or robo-advisors. We layer deep insights about you on top of the tech, creating our proprietary process that makes your feel seen and understood, and delivers real results.
Your 30s are just the beginning.
The Stash Plan is the smartest move to secure your future while living fully today. Stop wondering if you’re doing it right
—let’s make sure you are.
$5,000*
*Book a call to find out how you can get The Stash Plan for $4,000
STEP 2
Become a Private Client
Feel confident knowing your money is working hard behind the scenes toward your goals, while you live your best life. If you’re the kind of person who prefers having a squad of financial pros on speed dial—so you don’t have to sweat the small stuff—consider joining as a Private Client.