Our holistic planning approach creates space for both, helping you align your resources not just with financial goals, but with a life well-lived. As meditators, yogis, and creative thinkers ourselves, we understand that the clarity that comes from thoughtful financial planning frees you to focus on what truly matters: your health, your relationships, and your personal growth.

Effective cash flow management is the foundation of a strong financial plan. We utilize RightCapital, a powerful financial planning software, to help you gain clarity and control over your income and expenses. This innovative tool allows us to create detailed cash flow projections, helping you visualize your financial future and make informed decisions.

We help our clients navigate the complexities of education funding, whether it's for their children's college education or their own continuing education goals. Our approach includes exploring various savings vehicles such as 529 plans, Coverdell Education Savings Accounts, and other investment options tailored to your specific timeline and goals.

Charitable giving is more than just a financial decision—it's a reflection of your values and legacy. We help you create a strategic approach to philanthropy that aligns with your personal goals and maximizes your impact.

Effective retirement planning is crucial for securing your financial future and realizing your long-term goals. We help you navigate this complex journey by developing a comprehensive strategy tailored to your unique circumstances.

Effective and careful estate planning is essential for ensuring that your assets are distributed according to your wishes and that your loved ones are protected.

Effective tax planning is crucial to maximizing your financial success. We recognize that it's not just about what you earn, but what you keep. Our approach to tax-aware investing and financial planning aims to optimize your after-tax returns and preserve your wealth