Align your financial goals with your values

 
 
 

Classroom

  • Start your journey

  • Learn to save & invest

  • Monthly calls with Tim

  • $10/month; $100/year (scholarships available)

DIY Coaching

  • 1:1 meetings with Tim

  • Simplify the process

  • Feel confident

  • Hourly fee: $750 (discounts available)

Full-Service Advisory

  • Expert financial advice

  • Maximize your impact

  • Minimize your taxes

  • $100k minimum (exceptions provided)