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Your teammate for every financial season...

Getting Started

  • Building an emergency fund
  • Getting out of debt
  • Establishing a budget

Pursuing Goals

  • Starting a college fund
  • Planning for retirement
  • Saving for a home, vacation, or purchase

Managing Wealth

  • Managing investments
  • Preparing a legacy
  • Giving to heirs and causes

Meet Meharena Tukabo

Founder and financial advisor, immigrant and entrepreneur, specializing in helping international and multicultural individuals build wealth for a stable future.

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About Us

We are passionate about helping individuals and families achieve their big financial goals by breaking them into reasonable steps.

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Services

Need to do a rollover from your previous employer plan? Want to start a college savings plan? We're here to help.

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The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
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