Your business needs a budget just like you do. Our CFO service will help you grow your company.

Financial Planning

We offer comprehensive financial planning for millennials.

Portfolio Management

Retirement. College Savings. Investments. We manage your portfolio so you can sleep easy.

Financial Planning for Millennials

We're the only financial planning firm in Chico that focuses exclusively on millennials. If you're just getting started in your career, and you want someone who knows what it's like, look no further.

Your Business needs a Budget

Our CFO-4-U service is exactly what a startup needs to get to the next level. If you have a great idea, or are already running a company we can help you reach your goals.

Not Sure Where To Start?

Look, this is all kind of confusing. We get it. So if you're not sure which service you need, or you don't know how to go forward from here. Just contact us, and we'll be happy to give you a free no pressure consultation.