HSA, 401(k), Roth, 529, term life, beneficiaries, wills. The boring stuff that quietly compounds for the next generation.
The number
11
wealth-building moves we sequence for every member
401(k) match → HSA → Roth → 529 → taxable. Tuned to your income, your debt, your goals.
Most people set them once, never update. We surface every account, every beneficiary, every gap.
How much, for how long, at what cost. Plain math, not commission-driven advice.
When you need a will vs. just beneficiaries. State-by-state guidance. Lawyer recs when warranted.
Step 01
Retirement, brokerage, life insurance, HSA — one map.
Step 02
Missing beneficiaries, underfunded match, wrong order. We sequence the fixes.
Step 03
Life changes — kids, marriage, new job — auto-trigger a review.