
Plan for your future
First we want to get to know you. What are your goals, what do you value, and who is important in your life.
You may want help planning for:
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Retirement
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​Marriage or having children​​
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Charitable giving and DAF management
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Pay for college
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Leave a legacy
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Caring for elderly parents
Lifetime tax planning
We love tax planning - so if that's not your idea of fun, let us help!
We proactively guide you to tax planning strategies such as:
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​Roth Conversions
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Tax loss harvesting (TLH)
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Capital Gains Harvesting​​
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Charitable giving and DAF management
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Retirement account contribution and distribution planning
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Equity compensation planning (stock options, RSUs, ESPP, planning for an IPO)
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HSA & FSA guidance
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Investment Management
Take the guesswork out of investing with our disciplined, rules-based investment management.
FWA investment management includes:
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​Account consolidation
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Reducing concentrated positions
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Trading and rebalancing
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Tax loss harvesting and tax-efficient trading
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Low cost, diversified ETF strategies
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Advice on outside accounts (401(k), 529, etc)
As fiduciaries, we hold your best interest above all else.
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We remove conflicts of interest. We're paid only by you (fee-only).
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We know you personally. For some things, a small office and team is best.
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We're proactive, but when there's something we can't anticipate we're responsive and available.
Hi, I’m Heather 👋
Founder, Lead Planner
I started this firm to help families like yours take the stress out of managing finances so you can focus on what matters most—your family, your happiness, and your goals.
I love to get to know new people, and planning allows me to get to know you and craft a tailored strategy that caters to your individual values.
If you're searching for a small office with a planner who genuinely wants to get to know you by your first name - you've found the right place.
