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We're here for
transitions.
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
For over 15 years, Philip has supported big (+ small) transitions for folks nationwide, and is pleased as punch to be a part of peoples’ lives as a trusted advisor.
Philip co-founded Solstice in order to demystify the overly complex financial systems and decisions we're faced with every day.
Julia
Certified Financial Therapist (Level 1)
Investment Advisor Representative
If you're looking for an empathic yet straightforward Eneagram 7 with over 15 years in the financial and entrepreneurial spaces, well...you found her!
Julia co-founded Solstice to make space for the complicated, messy feelings that go hand in hand with money.
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.
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.
Rachael
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.
Your therapist thinks we should talk...
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