j.tally

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j.tally

schedule

j.tally

FINANCIAL PLANNING & WEALTH MANAGEMENT

Important.

Complex.

And incredibly tedious.

So let me help.

Building wealth is a triumph. Maintaining it is a second job. I coordinate investment, tax, and wealth strategies for clients, freeing them to focus on life.

ADVISORY MODEL

Fee-Only

STANDARD OF CARE

Fiduciary

SPECIALIZATION

Tech Employees &
Small Business Owners

Tell me about your journey.

I love stories, and believe that the most powerful stories are the ones we tell ourselves. Listening to clients is one of the perks of my role, and if I don't think I can help you, I'll tell you so.

Schedule a Free Consultation

Disclaimer: The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk

Disclaimer: The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk

Disclaimer: The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk