Shared Economy
In a post covid “new normal” world, more people are comfortable working independently and is slowly creating a more extensive “shared economy” or “gig economy”.
Our founders have been in various roles, and our business too ideated as a “side hustle”. You may have chosen a similar route for additional flexibility, independence, or as a means of another source of income.
The increased benefits of being independent also come with the risk; therefore, you need to be on top of your finances compared to someone who works in a traditional setting.
We provide specialized advice and solutions for
- Freelancers
- Consultants
- Independent contractors and professionals
- Temps (temporary contract workers)
All-in-One Solution
to Manage Personal Finances
Financial planning shouldn’t be intimidating. We offer fun, easy to understand and interactive modules to be done on your own time, at your own pace
- A holistic view of your yearly income sources
- Auto-generated budgets based on the average spending to help you manage spending
- Up-to-date information and the ability to better control your financial activities
- Feel more educated, confident and in control of your financial future
- Navigate the complexity of financially moving at all stages of your life
Regardless of where you are in your financial journey, We have the tools that are easy, useful, and relevant to your personal goals.
Proactive with Your Finances
Understand the basics
We offer an interactive tool that allows you to explore your lives and discover powerful answers to complex financial topics. The fun and friendly design ensure you dive into modules that spark your interest or answer pressing questions, creating a meaningful first step into your financial well-being.
Tracking Cashflows & Budgeting
We help you track and manage your spending to align with your income amounts and intervals. We have integrated solutions that create a budget with spending categories to help you prioritize expenses and start an ongoing habit of monitoring the it.
Document your life goals
Identifying and prioritizing your life objectives is essential before making any financial plan. But we also understand that it is not easy to think about your entire life in one setting with a financial planner. Our framework expands your understanding and awareness of possible goals. It helps you create a framework for your overall financial plan.
Reduce your tax burden
Whether it’s to lower taxes during retirement, improve lifetime tax savings, or maximize the amount to their heirs, our planning process and modules help you visualize the impact of using our recommendations and show how to reduce the tax burden
Manage your debt
Debt complicates our finances and our emotions. However, the stress related to debt mostly comes from not addressing it in a structured manner.
We discuss everything from credit cards to student debt to mortgages to ensure you structure your obligations affordably and cost-effectively.
Help you start saving
Identifying available savings opportunities and prioritizing across accounts can be complex and overwhelming. We will provide a comprehensive framework to help you identify different opportunities, discuss your finances and goals and determine what options best suit your unique circumstances.
Financial Planning
at Your Fingertips
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.