Guiding you from fragmentation to complete wealth coherence.
We begin with your whole life — not just your portfolio. Money is one of eight aspects of a life well-lived, and peace comes when they move as one.
Wealth was never only about money. The word weal — recorded around 1250 — meant well-being.
We hold money as one of eight aspects of a life well-lived. When the eight move into alignment, something quiet happens: coherence.
See the Eight Aspects →COHERENCE
A complete preliminary financial plan — built over two or three conversations — before any fee is ever discussed.
No obligation, no pressure. You leave with real clarity about your money whether or not we ever work together. It is the most honest way we know to begin a relationship.
Forty years across the table from people who had done everything right — and still felt uneasy.
Tim “Jai” Baker is a fee-only fiduciary and author of The Awakened Investor. His work begins where spreadsheets end: with the person, their values, and the life they actually want to be living.
Meet the team →
The Awakened Investor
Jai’s book on investing as an act of consciousness — patient, values-first, and free of the urgency that runs most of the industry. A gentle introduction to the way we think.
About the book →