Growing up, I was fascinated by Mt. Elgon on the Kenya-Uganda border which was once Africa’s highest mountain and today has the largest surface area of any extinct volcano in the world.
When you hike the mountain, unlike other mountain hikes the goal is not the summit, but the descent from the peak into one of the world’s largest calderas and a chance to soak your feet in the hot springs found there.
I still find that to be amazing, beautiful, and somewhat cheeky of mother nature, making it one of my “happy places”.
The personal finance journey is an adventure, and my goal is to help you walk the path and achieve that sense of calm and relaxation, you’d get if you climbed to the top of Mt. Elgon today and descended into the hot springs.
Objective Comprehensive Advice
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We’ll touch on every aspect of your financial life and only work for you.
Authentic & Culturally Sensitive
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Your cultural background and its influence on your money values is a key part of who you are. When you fondly talk about "home", we get it.
Partner
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It’s your life; we work collaboratively with you to achieve the best version of yourself.
Tech-Driven
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Technology is in our DNA – we use it to simplify our relationship with you from the planning process to the virtual meetings.
Education & Knowledge
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We’ll explain all options and risks associated with alternative and proposed choices. We’ll spend the time to go over different aspects of personal finance.
Accountability
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Together we set up financial priorities and goals, and then work with you to follow through on those commitments. We regularly review your progress towards those goals and stay with you every step of the way.
PERSONAL WEALTH DASHBOARD
Our Technology
We use cutting edge technology to help you stay on top of your personal financial life – by giving you a focused single view of your finances
- View your net worth any time
- Keep tabs on your spending
- Track your progress towards your financial goals
- Track your portfolio
- Safely store and manage all your documents online
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