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We (kind of)
specialize in change.
Change is a part of existence. It's constant, it's important, and yet sometimes it can completely hit us by surprise.
And surely it's no surprise that change has major financial implications. Inheritance. Divorce. Loss. Sudden biz growth.
We work to navigate change, together, including the financial and emotional parts.
our (all-inclusive) financial services:
Ongoing
Financial
Planning
Life keeps changing, and we keep planning for that.
Our continual relationship means we'll be there as things shift.
Managing
Investments
Get off the emotional roller coaster.
We handle your assets with care, including rebalancing, tax-smart harvesting, and complete portfolio setup.
Tax Strategy
We optimize for taxes year-round, making moves and choices aimed at reducing your tax burden.
Philip
CERTIFIED FINANCIAL PLANNER
[music, approach to finance, background experience)
Julia
Accredited Financial Counselor
Series 65
[Eneagram 7. Entrepeneur. Trained Actress, financial experience + persona]
The best money we've spent since being married.
Solstice gave us a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple.
Jeffrey
Solstice Client
PS:
we have a
show on PBS!
(it's called Two Cents)
3 Steps to a Bulletproof Budget
Knowing your income and expenses is just the beginning.
A next-level budget MUST be able to answer these super-important questions!
We're fee-only.
That means:
No Commissions.
No Selling Things.
Just advice, that serves your needs.
Can We Talk About Your Money?
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