Your peak earning years come bundled with peak complexity. Taxes, kids, career, aging parents, saving for retirement. We help you make the big decisions while taking care of the small details. Choose how you want to work with us. Whether it’s an ongoing partnership or one-time advice, we do it all for a clear, flat fee. Not an ongoing percent of everything you own.
– Nathan Kangpan, Founder –
We Specialize
in Simplifying
Life’s Complexities
You’re weighing the tradeoffs between career and family. You’re wondering if your savings and investment plans fit your goals. We help you create clear financial strategies that fit how you want to actually build your life. And then we partner with you to make it all happen.
OUR SERVICES
The 360 Financial Tune-Up
You like doing things yourself and don’t want an ongoing financial advisor. You just want a second opinion on your strategies to make sure you’re not missing anything important. Our 360 Tune-Up is a structured review of your:
- Financial Plan
- Investment Portfolios
- Tax Strategies
We run your current financial strategy through dozens of diagnostics to identify any blind spots you might have. We then provide clear recommendations on how to optimize your plan that you can implement yourself.
– Starting at $999 –
OUR SERVICES
Comprehensive Wealth Management
You want a partner who will be there along every step of your financial journey. Someone who will help you navigate the tough tradeoffs while also taking care of the little details along the way. You get:
- A Dedicated Financial Advisor
- A Comprehensive Financial Plan
- A Proactive Service Calendar
- Professional Investment Management
All at a flat, monthly fee. No percent of your assets. No commissions. Stop at any time.
– Starting at $599/mo –
Learn More About Navigating the
Tradeoffs of Your 30s and 40s
Check out real-life financial decisions and strategies our clients navigate. Our content is a mix of case studies, practical strategies, and personal stories.
Newsletter
Twice-monthly emails on the financial and emotional tradeoffs that come with mid-career success. No paywalls.
> Check it out
LinkedIn
Follow me for weekly posts on the decisions, tradeoffs, and strategies that matter at this stage.
> See recent posts
Or browse our Library of letters, case studies, and planning strategies.
Ready to
Start a Conversation?
Let’s chat for 30 minutes and see whether we can help with what you’re looking for (it’s complimentary):
I want to schedule a time that works for me:
Book at 30-minute call
I’ll reach out to you:
Email us at: [email protected]
I want you to reach out to me:
Fill out this simple form:
