Thank you for your interest in our investment and financial planning business and story. Supporting our professional community is extremely important to us, and we love to share some of the wisdom we’ve built over our more than two decades in this industry.
We are passionate about working on the front lines of our profession, challenging what it means to deliver impactful and authentic financial guidance in today’s modern world.
You will often find us giving interviews with industry leaders, like Michael Kitces and Bob Veres, and attending national speaking engagements. If any of these have led you here, we’re so glad our work has inspired you to want to know more about us.
If you’d like to talk to Tanya, you can book an appointment with her below. Due to an overwhelming response to some of our talks, and in an effort to do the most good with what we share, we are asking for a small fee for these calls.
We will be donating all proceeds from our advisor consulting calls to a non-profit we love who are doing amazing work solving issues that matter to us.
Are you looking for guidance with a big decision? Would you like to talk through a roadblock you’re facing like: should I open my own firm, change my fees, leave my firm or choose a niche? Or do you want to learn more about how I transformed my life and business? Book an extended appointment with me below and I’ll be happy to connect about whatever may be on your mind.
