Personalized advice and guidance so you can feel confident with every aspect of your money situation:
- Credit Cards
- Student Loans
- Stock Options
- Tax Hacks
- Estate Planning
- …and more
HOW IT WORKS
5 – 6 week process
2 one-hour virtual meetings with your dedicated financial planner
A little bit of homework
(It’s not as bad as it sounds!)
Upon purchasing the Stash Plan®, you’ll receive a Welcome Email with next steps.
Upgrade your lifestyle
Our planners aren’t here to tell you what you can’t do. They’re here to show you how much you can do when you have your financial sh*t together.
Double-check your work
As a HENRY™, you are clearly doing some things right. We don’t waste time on the stuff you get. We fill in the gaps and spend time helping you take it to the next level.
Automate your financial life
We get it – you’re busy. We show you how to automate your financial plan so you don’t have to manage it day to day and can make progress without lifting a finger.