At Livelihood, our goal is help you use your time, money, and talents to make your life and the world better. We specialize in helping families and early- and mid-career professionals make decisions about how to use their resources to accomplish long-term goals, such as saving for retirement, sending kids to college, paying off student loans, and otherwise creating financial peace and stability.
We don't get paid commission. We have no sales quotas to meet. In fact, we don't sell any products at all. In the industry, we are called a fee-only fiduciary, meaning we are required to act in your best interest, not ours. Isn't that refreshing?
It seems clear to us that your money should follow your values, not the other way around. We will help you redirect your money toward a joyful life, stable future, and social impact.
We don't care how much money you make, how much debt you have, or how tense things have become with your partner when you discuss money. You won't find any judgment here.
We favor low-cost, long-term, passive investment strategies that align with your goals, values, and capacity for risk. We also do not take custody of client funds or make trades on clients' behalf. We give advice for our clients to implement.