About Us

Meet Our Advisors

Katy Song
CFP®

Adrianna Adams
CFP®

Brian Matthews
CFP®

Mitchell Kotheimer
CFP®

Services

Financial Wellness

Master your money and achieve financial peace.

Reach your potential with portfolio analysis & investment recommendations.

Retirement Planning

Retire on your terms, with confidence.

Family Planning

Prepare financially for every family milestone.

Estate Planning

Secure your legacy and have peace of mind.

Financial Planning

Craft a roadmap to your financial goals.

Navigate renting, buying, selling or investing - unlock your next move.

Education Planning

Invest in your child's future, today.

Insurance Planning

Get the right coverage to protect what matters most.

Keep more of your hard-earned money.

Planning for a Baby

Build a financial plan for your little one's arrival.

Combining Finances

Navigate the transition of joining finances with clarity and shared goals.

Career Planning

Unlock your earning potential.

Take control of your money.

Equity Compensation

Maximize the value of your stock options & RSUs.

Pricing Testimonials Quiz Referrals

Calculators

Cost of Advice Calculator

Home Affordability Calculator

Stock Options Calculator

Retirement Calculator

RSUs Calculator

529 Plan Calculator

Home Equity Calculator

Resources

Financially Fearless - Written by Katy Song CFP®

Get a FREE COPY of "Financially Fearless", the best-selling book for moms and parents

Tax

RSUs vs stock options

Learn about the tax implications of RSUs and ISOs.

What is the 2024 gift tax limit?

Learn about the gift tax limit and rules for 2024.

About

Plans

One Page Strategic Comprehensive

Services

Financial Wellness Investing Retirement Planning Family Planning Estate Planning Financial Planning Real Estate Education Planning Insurance Planning Tax Planning Planning for a Baby Combining Finances Career Planning Cash Flow Equity Compensation

Insurance Planning Tax Planning Planning for a Baby Combining Finances Career Planning Cash Flow Equity Compensation

Meet Our Advisors

Katy Song Adrianna Adams Brian Matthews Mitchell Kotheimer

Resources

Blog FAQs Home Affordability Calculator Cost of Advice Calculator Stock Options Calculator RSUs Calculator Retirement Calculator 529 Plan Calculator Home Equity Calculator

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