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
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What is your Risk Number? Find out in 5 minutes. Capture your risk tolerance and see if your portfolio fits you.
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Experience Life Stage Insights for Free
Explore your life stages in a 15-minute survey and receive your personalizedLife Stage Profile and Road Map
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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