Financial independence planning is an ongoing process that involves risk management, investments, tax planning and more. Through this process, we aim to help lower your tax bill, improve investment returns, and optimize your income.

Our Principal Financial Advisor, Sweta Bhargav, has two of the best credentials in the finance profession covering financial planning and investment management.

This, coupled with her extensive global and regional experience ensures she can help you with your financial needs.

We want to talk to you and hear about your dreams, goals, successes, and challenges. Good communication is critical for us to have a mutually beneficial relationship and for you to have a successful financial plan.

We employ a systematic approach to ensure you reach financial independence on your terms. For that reason, we proactively contact you to retrieve updates and share planning opportunities when they arise.

We believe in an evidence-based approach to investing and planning. In other words, we don’t pretend to have a crystal ball and never implement strategies that aren’t proven through published academic research.

We only work with great people who appreciate the value of our services. We are committed to living our lives from a place of joy and kindness and are committed to long-lasting, healthy relationships with each of our clients.

Our transparent fees are based on the complexity of your needs, not a product you might buy. We don’t receive compensation from anyone else except you. We are fiduciary 100% of the time. In the instance we do make recommendations to use other professionals, they have been through an extensive vetting process from us to ensure they have your best interests at all times.