Resources
Financial education, in plain English.
Articles, guides, and videos designed to make you smarter about money — without the finance-bro energy.
Wealth Building
The First-Gen Wealth Playbook
A step-by-step framework for building lasting wealth when you didn't inherit a roadmap.
8 min read
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Wealth Building
The First-Gen Wealth Playbook
A step-by-step framework for building lasting wealth when you didn't inherit a roadmap.
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First-Gen Wealth Guide
A 20-page PDF with the frameworks we use with new clients.
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8 min read
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LGBTQ+ Planning
Estate Planning For Queer Couples
What every LGBTQ+ couple should know about protecting each other legally and financially.
8 min read
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Wealth Building
The First-Gen Wealth Playbook
A step-by-step framework for building lasting wealth when you didn't inherit a roadmap.
8 min read
Read
Video: Equity Comp Basics
A 12-minute breakdown of RSUs, ISOs, and ESPPs.
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Wealth Building
RSUs, Explained Without The Jargon
How to think about your equity, taxes, and when to actually sell.
8 min read
Read
Wealth Building
The First-Gen Wealth Playbook
A step-by-step framework for building lasting wealth when you didn't inherit a roadmap.
8 min read
Read
LGBTQ+ Planning Checklis
A step-by-step framework for building lasting wealth when you didn't inherit a roadmap.
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