Livelihood Information

We believe everyone deserves financial peace of mind, even those who are more concerned with living a joyful life or improving the world than the size of their bank account. Activists, idealists, creatives, and others that lead with their passions are welcome here. We promise to provide useful, unbiased financial advice without judgment. Our business is to provide you with excellent financial advice. We don't get paid commission from an insurance company or brokerage firm. We have no sales quotas to meet. In fact, we don't sell any financial products or insurance policies at all. In the industry, we are called a fee-only fiduciary, meaning we are required to act in your best interest, not ours. Isn't that refreshing?