Financial Planning for Millennial and Gen Z Tech Professionals
Looking to Take Sabbaticals and Quit Their Jobs

Schedule An Introductory Call

We specialize in helping Millennial and Gen Z tech professionals step away from the keyboard to lead rich lives.

Sabbaticals | Financial Independence | Mini-Retirements

fee-only networkadvice-only network

Financial Planning for Millennial
and Gen Z Tech Professionals
Looking to Take Sabbaticals
and Quit Their Jobs

Schedule An Introductory Call

We specialize in helping Millennial
& Gen Z tech professionals step away
from the keyboard to lead rich lives.

Sabbaticals | Mini-Retirements |
Financial Independence

advice-only networkfee-only network

Our Commitment to You

Learn More

No Suits

No Ties

No Hidden Fees or Upsells

We have no products to sell you.

Every recommendation is based on YOUR interests, not ours.

We meet you where you are to get you where you want to go.

We provide a safe space and seek to be like a combination of a trusted friend,
personal tutor, and guide through a changing landscape.

Our Commitment to You

Learn More

No Suits

No Ties

No Hidden Fees or Upsells

We have no products to sell you.

Every recommendation is based
on YOUR interests, not ours.

We meet you where you are
to get you where you want to go.

We provide a safe space and seek
to be like a combination of a
trusted friend, personal tutor, and
guide through a changing landscape.