– Your strategic partners, every step of the way –
Financial Planning for your sabbatical success
– Your strategic partners, every step of the way –
If you’ve found your way to us, you’ve probably already:
But, you haven’t packed your bags yet.
There are plenty of reasons why you don’t have to go and you’re finding all the excuses.
You keep finding the next reason to stay – the next pay raise or promotion, it’s the ‘wrong time’ to pull the kids out of school, your aging dog, your stock options are vesting, you’ll just wait for your next bonus…and you’re happy enough.
Naysayers are telling you that you’ll ruin your career…or your retirement (Maybe a small part of you is even starting to believe them).
Not to mention you’re afraid that if you take this unconventional step, you don’t know what you’ll come back to. You’ll be saying goodbye to everything you know and you’ll head into the unknown.
Yet you know it’s possible to let go and do something different.
We can help you get there.
It’s time to take that first step.
Sisters, Moms, Financial Planners, and Sabbatical Enthusiasts!
Hey there!
Get beyond feeling stuck.
This is why we built our business.
Our job is to help you and your family get clarity on a realistic path to your sabbatical.
Having financial planners on your team means more than just daydreaming; it’s about putting an intentional plan together
to help you get to your sabbatical faster.
We craft and implement your personalized financial plan, incorporating savings, investment, and tax strategies, turning your dream into a reality.
We partner with busy professionals who seek a sabbatical lifestyle
It’s easy to get started:
Share your sabbatical dreams with us. When and where do you want to go?
Get your plan in place. We bring our expertise as we go.
Catch your flight. We’ve got your investments handled!
It’s time to embrace the nontraditional. We build flexibility directly into your financial plan.
Get to your sabbatical faster.
Here’s how your life can change by taking a sabbatical:
YOUR FINANCIAL ROADMAP
FOR YOUR SABBATICAL
Start aligning your money with your sabbatical goals now.
Download this guide to begin mapping out your path to your sabbatical.
Did you know that December 31st is the deadline for Roth conversions, tax loss harvesting, and employee contributions for self-employed plans?
Here is what it means for you and how it relates to sabbatical planning!
Be smart about planning your sabbatical. Use resources strategically, and feel financially confident about taking time off. These eight unexpected strategies will help you unlock hidden resources, use your money more intentionally, and explore ways to fund your sabbatical without sacrificing your long-term goals. From optimizing credit card points to renting your home or timing your break strategically, you’ll learn how to make your sabbatical a financially smart decision.
Getting laid off is nothing short of brutal. This is the story of Collette, a 43-year-old former Senior Director living in San Francisco and how she has decided to turn her layoff into an opportunity. We’re exploring some of the biggest questions that come up after a layoff and how smart financial planning can provide the peace of mind to take a real break before diving into your next chapter.
