How It’s Different

Apples to grapefruit. We don’t compare.

A lot of traditional financial planning advice is provided with the hope you’ll purchase an investment or insurance product.  This means that the advisor’s incentive is to limit their financial planning advice around certain products you buy.

Buy more. More advice. Buy less. Less advice.

Here, we believe in giving great financial planning advice and guidance (no matter what).

Promoting self-discovery. Improved focus. And a renewed openness to taking more effective actions, you can develop improved self-confidence and mastery over your financial security because we put you back in control (so your finances don’t always control you).

“Mindy does an excellent job of breaking down the financial realm in simple, jargon-free language. We were immediately struck by her unpretentious attitude and the transparency of her thinking and methodology. Thanks to Mindy, we now have a clear path forward and the confidence to know that we can manage our own financial future.” —Kevin Hood, Seattle, WA

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You Versus Them

We coach you through a decision, instead of selling you on one.

As opposed to a traditional financial planner that gets paid to invest your money, we educate and counsel you through the emotional roller coaster of making tough decisions around your money.

Not only educating you on the most important financial planning concepts, we get to the mental, behavioral and spiritual aspects of it.

Taking no set agenda, other than to make you the expert of your own financial life, not just being interdependent on us.

We solve challenges instead of sell you products.

We help you create independence, because we make you aware of the right tools and processes to address all areas of your finances.

“Since Mindy does not work for any particular financial institution, she is able to be neutral when explaining different options, so you don't feel like you're working with a salesperson. She is very friendly and easy-going! I was very impressed with Mindy.” Leyla R., Seattle, WA

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