Financial Planning and Equity Consulting – Let’s plan together

Equity Dashboard

With Vestboard’s automated intelligence, we define your equity in real-time.


Learn how to make more tax-efficient decisions − saving you money.

Receive Personal Recommendations

Helping you use your equity to meet your financial goals sooner.

Understand Your Taxes

How do taxes work on my equity and what should I expect?

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Why We Exist

To make people’s financial lives better through stewardship

To build technology that makes the complex simple

Utilizing resources and charitable time to eradicate hunger and homelessness

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What are your needs?

Everyone has different financial needs. We are here to figure out what those are and navigate to your goal. We can work with you to create goals relating to your life, things like buying a house, planning for retirement, getting married, kids, and investing in real estate.