Napoleon
Forced to sell Louisiana to America to raise money to fight the British.
Billy the Kid
Raised in slums and abandoned when mom died after moving out West.
Socrates
Believed that money serves a purpose but it won't buy you happiness.
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Sigmund Freud
Feared that he was on the verge of being placed in the poorhouse.
Beethoven
Borrowed from friends to pay for medical expenses due to low salary.
Joan of Arc
Born to peasant farmers and inspired to save France from Britain.
Ghengis Kahn
Grew up in poverty after his father was poisoned and he was abandoned.
Abe Lincoln
Spent 15-years living under his means to pay-off failed business debts.
Want to live their best life
You believe in being proactive, and want to design a life with purpose. Others may plod along, but you live with intention, balancing your responsibilities with your ideal life.
Feel overwhelmed juggling life
Life demands a lot from you and you rise to the challenge. We help organize and plan your finances, so you can focus on keeping the other balls in the air like work and family.
Need help staying focused
You know something about finances. If you had enough time, you could probably figure it out on your own. You are self-aware enough to realize that you need help staying on track.
Get organized
Our Project Management Professionals (PMP®) bring order to your financial life by adapting values from the Agile Manifesto:
- Favor individuals and interactions over processes and tools
- Prefer working outcomes over comprehensive planning
- Collaborate with clients for continuous improvement
- Respond to changing needs and adjust the plan
Stay accountable
Our simple insight is that Financial Boss succeeds where other personal finance apps fail because we keep you accountable.
Accountability starts with writing down goals. We begin by pre-populating a Kanban board specific to your unique situation. Our chatbots help you refine and prioritize your goals. They provide status updates and nudge you when we need you.
Be objective
Our Certified Financial Planners (CFP®) help you avoid making emotionally driven decisions. Our advisors are held to a fiduciary standard. They act in your best interests. We can advise you holistically and help you with a number of financial concerns like managing cashflow, repaying debt, optimizing benefits, saving for college, and investing for retirement.
Remain proactive
We work with you to anticipate your life transitions, and to be financially prepared for them, so that you can live your best life.
While no one wakes up in a cold sweat in the middle of the night wishing they had a comprehensive financial plan, most of us have experienced some acute financial pain. We provide the antidote so that you don't need to feel that way again.
