I use simple, secure
online tools to effectively serve you.
RightCapital is our planning hub. We do projections, share documents, and track tasks here.
Betterment is where most investment accounts are held. You can change (read: increase!) contributions here.
AdvicePay is where you pay me. When we start working together, you set up recurring monthly payments, and that's it!
Calendly is the quickest way to book a time on my calendar. No more endless email chains to find a date that works.