Working Professionals & Families

Building the life you want — without losing track of the one you have.

What We Hear

Are we saving enough — in the right places?

Is the company stock plan helping or hurting?

Can we afford private school, college, both?

When do we update the estate documents we signed when our kids were babies?

Are we on track to retire when we want to?

How We Help

  • Goals-based planning.
    Your plan starts with what you want.
  • Tax-aware investing.
    Coordinated with your CPA.
  • Equity comp planning.
    RSUs, ISOs, ESPPs — handled.
  • Values-based investing
    If you want it.

Retired Individuals

Retirement isn't a finish line. It's a new chapter — and it deserves a plan that keeps up.

Senior Care Support

The average B&D client is 69. We've walked alongside hundreds of clients through the realities of aging — for themselves, their spouses, their parents.

  • Evaluate long-term care options and their financial implications
  • Coordinate with family on care decisions
  • Work with elder law attorneys on directives and Medicaid planning
  • Support clients through cognitive changes — and their families
  • Manage practical financial details when a spouse passes

Business Owners

Running the business is one financial life. Planning for what comes after is another.

Three phases. One financial life.

Building

Diversify outside the business
Most of your net worth is concentrated. We help you build wealth on the personal side without losing focus on the business.

Pre-sale

Position the business — and the owner
We work in advance of a sale to set up both the company and your personal finances for what the transaction will require.

Post-sale

Build the life that comes after
A liquidity event creates a very different financial life. We help you plan for it, then live it.

Nonprofit Organizations

Your endowment should support your mission. Not work against it.

Why we're built for this work

Certified B Corporation

First financial planning firm in Minnesota to earn it. We meet a standard most firms don't.

Member, US SIF

The leading organization for sustainable and impact investing professionals.

Board-ready support

We attend meetings. Brief committees. Communicate at the level your trustees need.

Mission-aligned IPS

We draft or review your Investment Policy Statement to align with your charitable purpose.