Our New Website is Live!

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We recently launched a new website that better reflects what we do for our clients. While the old site worked, we wanted to clearly explain our core services and allow potential clients to understand who we are and how we can serve them. We’ve added some case studies on the Who We Help page where we give examples of hypothetical clients and describe their struggles and how we help them. The main theme in all of these is that we listen and focus on what’s best for our clients. This isn’t just about investments but reaches to any decisions our clients make that affect their financial lives.

Another key addition to the site is a page dedicated to explaining Why We're Different. Most financial advisors are salespeople who work for Wall Street. They’ve got a product they are selling and it’s the “perfect” solution to everyone’s problem. We left our jobs on Wall Street because we wanted to help people navigate all the things Wall Street makes confusing, both intentionally and unintentionally. We also want to help people have more enjoyable lives with less stress from money related matters. We don’t have any ties to any product, and we don’t get paid for selling anything. We’re service providers and we work for our clients. That’s notably different from the Wall Street sales model.

The site also highlights some of the tools we have access to that can make our clients’ lives easier. We’ve researched and found some of the best online resources to make our clients’ lives better by simplifying things that can be complicated. These include our online financial planning software, a risk analysis tool, and a life stages assessment tool which helps us understand our clients’ lives better.

Our new site really does a good job explaining who we are, what we do, who we serve, and why we’re different. We really like the new look and feel of the site, too. So take a look and let us know what you think!

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July 7, 2021

The Growing Popularity of ESG Investing

As we continue to move out of the pandemic and closer to our new sense of normal life, there is growing concern about the condition of the environment, and an increased interest in taking purposeful action to reverse man-made climate change. All generations of consumers are gravitating towards businesses that make environmentally conscious choices, and this trend is exaggerated in younger folks.

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June 29, 2020

Summer 2020 Market Update

Since late March, the stock market has recovered almost all the losses for the year. It is more impressive than other recoveries we have seen in recent years, because when you look at economic data, there is really no reason for such a strong rally. It is true that the outlook is better than it was in March, but the level of uncertainty is still quite high.

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September 23, 2019

The Rising Cost of Getting Ahead

It’s the first day of fall, and even though our family lives in California my mind still wanders to Burlington, Vermont at this time of year. For four incredible years I was a student at the University of Vermont studying finance. I learned a lot during those years, but it wasn’t until I had kids of my own that I really put in the time to wrap my head around paying for that magical college experience.

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Jason Draut, CFP®
516 El Cerrito Plaza
El Cerrito, CA 94530
Chris Sheehy, CFP®
180 7th Ave Suite 204
Santa Cruz, CA 95062
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