Get expert
help with

home buying

taxes

family planning

equity

early retirement

everything

$999/year · No AUM fees · Cancel anytime

Financial Picture

Full View of Your Financial Picture

See everything in one place, finally.

Real-time cashflow tracking across all accounts

Smart budget management that adapts to your life

Unified view of partner and family accounts

Goal Planning

A Plan to Help Reach Your Goals

Data-driven confidence for every decision.

Personalized roadmap tailored to your priorities

Detailed reports you can actually understand

Monte Carlo simulations to stress-test your plan

Big Decisions

Guidance for Big Decisions

Expert help when it matters most.

Home buying and mortgage optimization

Family planning and education funding

Equity compensation and business decisions

Protection

Protection for Your Loved Ones

Secure what matters most.

Trusts and Wills setup and maintenance

Power of Attorney documentation

Emergency Access List for your loved ones

White-Glove Service

Our Attention from Day One

White-glove service, not a chatbot.

Private group chat with your advisor team

24-hour response SLA, guaranteed

100% satisfaction guarantee or your money back

Why Us

Traditional advisors charge 1% of your assets. See how much you save with our $999/year flat fee.

Your investable assets$500,000

$100K$2.0M

Cumulative fees over 20 years

Traditional Advisor (1% AUM)

Jarvis ($999/yr)

30 min. No obligation.

How It Works

From first call to financial clarity in one week.
Then, a dedicated partner for the journey ahead.

Get Started

Days 1-2

You

Book a strategy call

30-minute call to understand your situation and goals

You

Connect accounts & upload docs

Bank accounts, brokerage, grant letters, tax returns

Review everything

Our team analyzes your full financial picture

Plan delivered in 1 week

From first call to comprehensive plan

Receive Your Plan

Days 3-7

Your Comprehensive Financial Plan

A detailed, CPA-reviewed document tailored to your situation

Personalized financial roadmap

Tax optimization strategies

Investment allocation recommendations

Equity compensation analysis

Risk assessment & insurance review

Estate planning checklist

Walk you through everything

1-hour video call to review your plan and answer questions

Then, we stay with you

Stay on Track

Ongoing

Live Dashboard

Track your net worth, spending, and progress toward goals in real-time

Direct Access

Private chat with your advisor team. 24-hour response guarantee.

Quarterly Reviews

We proactively check in to adjust your plan as life changes

Free 30-minute call. No commitment required.

Your Data is Safe

We treat your financial data with the same care you do.

256-bit Encryption

Your data is encrypted at rest and in transit using AES-256, the same standard used by major financial institutions.

Never Sold, Never Shared

Your information is used only to serve you. We don't sell data or share it with third parties. Period.

Delete Anytime

Request permanent deletion of all your data at any time. No questions asked, no hoops to jump through.

Frequently Asked Questions

Don't see your question? Ask us directly

Can I actually afford a house in this market?

We'll build you a complete home-buying model: what you can comfortably afford, how much to put down, whether to sell RSUs for a down payment (and when), and how a mortgage fits with your other goals. No generic calculators—real numbers based on your income, equity, and timeline.

When should I exercise my stock options?

It depends on the type (ISOs vs NSOs), your current income, AMT exposure, and company outlook. We model the tax implications of different exercise strategies and help you decide what makes sense—our CPAs review every recommendation.

How do I plan for starting a family?

We help you model the real costs: childcare, education savings (529s), life insurance needs, and how parental leave affects your finances. We also set up estate basics like wills and guardianship so you're protected from day one.

Do you handle taxes or just planning?

Both. We have CPAs on staff who provide year-round tax advisory—not just at filing time. Tax preparation and filing is available as an add-on. The real value is proactive planning: optimizing withholdings, timing equity sales, and avoiding surprises.

What if I just want someone to tell me what to do?

That's exactly what we do. You get a dedicated advisor team (not a chatbot) via private group chat with a 24-hour response guarantee. We give you clear, specific recommendations—not a 50-page PDF you'll never read.

Do you manage investments?

Investment advisory is coming soon. Today, we focus on everything else: cashflow, tax planning, home buying, family planning, equity compensation strategy, and estate planning. We'll let you know when investment management is available.

Ready to Take Control?

Book a free call. We'll show you exactly how we can help.

30 minutes. No obligation. No credit card required.

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