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Hi! I'm Bill.
I understand your needs because I’ve been in the same boat as you. I’m a newlywed, having married my wonderful wife in September 2016.
We’re living the life-work we want,
and I want to help you do the same.
You and I both know that what worked financially for our parents and grandparents won’t work for us.
I am committed to helping people of our generation to create an enjoy a modern version of financial planning. I am committed to helping you spend and invest your money to spend and invest your time with the people you love.
Ready to Make Your Money Work Smarter?
Let’s align your financial architecture with your values.
Feel in control
services from Bill
Summary When most people think about trying to improve the state of their finances, “budgeting” tends to be one of the first words that comes up. And that’s a shame. Really. I’m not sure I’ve ever met anyone who actually likes budgeting. And there are a few good reasons for not liking traditional budgeting: Most […]
Summary It’s hard to escape the investing phenomena that Bitcoin has become. The rapid growth of the investment in 2017 caused many people to wonder whether they should invest in Bitcoin. In this article, we discuss whether or not it makes sense to put some money in Bitcoin. As we will discuss, I’d invite you […]
Executive Summary When married couples with student loan debt go onto an Income-Driven Repayment plan, there’s a choice to be made: is it better to file your taxes jointly (but base your income-capped student loan payments on both you and your spouse’s income) or to file taxes separately (and only count your income when calculating […]