Grow Your True Wealth, Live Your Full Life
Fiduciary and Life-Centered Financial Advice Tailored to You for Navigating Life Changes
Are you feeling it?
Do you work for a pre-IPO company and have stock options just sitting there, leaving you unsure of how to maximize their potential? Or maybe an IPO is on the horizon, and you're worried about managing a windfall without making costly mistakes?
Have you recently lost a loved one, and now you find yourself unexpectedly responsible for financial matters you're not prepared for?
Are you making more money than you ever imagined but feeling overwhelmed because you have no one you trust to discuss your finances with?
Going through a divorce and feeling emotionally drained, with little energy left to manage the financial implications for yourself and your family?
Are you burned out from climbing the corporate ladder, longing to explore work that truly fulfills you, yet feeling like it's out of reach? Or are you simply dreaming of early retirement with the financial freedom to live on your terms?
Are you juggling the demands of running a business, leading a team, and caring for loved ones (furry or otherwise), leaving you too stretched to focus on your own financial well-being?
Do you know…
Life changes can create financial complexities, making it overwhelming to manage everything on your own. But you don’t have to. At Wealth Beyond Math, we are your trusted partner, offering life-centered financial planning that prioritizes what matters most to you. Your financial plan should elevate your life's goals, not constrain them. With our holistic approach, we help you gain clarity, navigate life's transitions, and pursue your most aspirational dreams with confidence and purpose. Together, we’ll create a path that empowers you to live fully while building the financial future you deserve and enjoying the journey.
Our Services
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Project-Based Financial Planning
Best For Do-It-Yourselfers
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All-In-One Wealth Management
Best For Full Delegators
Beyond the Math, What will you get?
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The internet can give you information. Too much, in fact. This relationship can help you uncover what’s important and what you need to do.
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When you need more life insurance, to roll over some 401(k)s, to invest some extra cash, and to manage the risk of company stock, we help you identify which to do first.
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If you tell us you want to buy a home but you spend most of your money on travel, we’re here to (respectfully) point that out.
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Behavioral change is hard, be it your diet, exercise, finances, or relationship. Sometimes meeting for 10 minutes to click a button on a website is just what you need.
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“This might be a stupid question, but…” Yep, we get this a lot. While we wish you wouldn’t call your question stupid, we’re very happy to answer it.
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You’ll probably need a CPA, insurance broker, attorney, and career coach at some point. We can hook you up. We also connect clients with one another because they can often help each other out.
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Each of you have equal significance in this work, regardless of your financial knowledge. We believe that a fulfilling partnership requires each partner to be fulfilled.
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Excited and motivated because you have a clear and inspiring vision to act as the lens for your financial decisions.
Confident because you have a better understanding of how different life decisions may impact your financial future.
Aligned because your life (business, career, relationships, community, health, spirituality, etc.) and your money are working in sync.
Educated because you better understand how your equity compensation fits into your financial life.
Comforted because your family’s financial life would be in better shape if something were to happen to you.
Proactive because you have a professional team guiding your financial journey.
