free resources

We offer some free resources for everyone to use that can help you get a better handle on your financial life.
If you'd like to go deeper please contact us.
Contact Us
Life Stage Insights
Life Stage Insights
Explore your life stages in a 15-minute survey and receive your personalizedLife Stage Profile and Road Map
Life Stage Insights
Riskalyze
Riskalyze
What is your Risk Number? Find out in 5 minutes. Capture your risk tolerance and see if your portfolio fits you.
Riskalyze
Financial Planning Done Right
Financial Planning Done Right
Learn how we help people plan for their financial future.
Financial Planning Done Right
Jason Draut, CFP®
[email protected]
516 El Cerrito Plaza
El Cerrito, CA 94530
510-558-8272
Chris Sheehy, CFP®
[email protected]
180 7th Ave Suite 204
Santa Cruz, CA 95062
831-291-3843
© 2020 HarborLight Investments