Simply put, we help our clients achieve financial confidence by managing their personal finances alongside them. You know that chore of keeping track of all your spending, saving, budgeting, etc. that most people don’t enjoy — yeah, we manage ALL that for you. With our service, you will receive:

• a personalized plan for optimizing your finances
• a fully-functional Tiller™ personal finance account
• a dedicated personal financial manager

Learn more here.

Not to sound snarky, but if you are managing your money and your methods give you complete financial confidence, and you are good with the amount of time this requires, then there is little benefit to working with a personal finance professional.

However, if you would like more confidence and have a desire to get some of your valuable time back, that’s where we can help. Main Benefit = Your earnings are optimized with minimal time investment through a proven process driven by a personal finance professional.

Yes! A fundamental step in the Personal Financial Strategy process is to separate income from lifestyle (your personal financial professional will do this for you). By doing so, our clients are able to make the necessary refinements to develop a lifestyle that acknowledges irregular/unpredictable income, resulting in improved monthly financial peace of mind.

Tiller™ is a best-in-class personal finance SaaS application that is at the core of our service at Personal Financial Strategy. Tiller does the heavy lifting of personal finance by automatically monitoring all transactions, auto-categorizing each, and reporting back to our clients. Technology isn’t perfect though, so it’s critical to have a human-in-the-loop, which is why we make sure your transactions are tracked correctly. We then continually use all this data to help you best plan your financial future.

Tiller provides secure connections to your financial institutions, which simply pass along transaction-related data only. All data is secured with bank-grade 256-bit AES encryption. We never need your credentials, and we never have access to any of your financial accounts.

We believe that personal finance is a process, not a one-time event. A new client will have 3 – 6 meetings with their dedicated professional in the first 3 months after onboarding. Then, most clients prefer quarterly meetings to assess and make any necessary midcourse adjustments.

No. We help you create and refine a day-to-day, month-to-month financial strategy that fuels your financial security. However, we are happy to refer our clients to professionals within our trusted network to help with investment, tax, or retirement planning.

Tiller connects to over 21,000 financial institutions, so the odds are great that it connects to yours!

Everything! Gaining a comprehensive view of everything you own and everything you owe enables the calculation of your total net worth to be done accurately.