Building Financial Futures Together

Your trusted partner in goal-oriented budget planning since 2019

We believe financial planning shouldn't feel overwhelming. That's why we've spent years developing approaches that make budgeting practical, achievable, and actually sustainable for real life.

How We Started

Back in 2019, I was sitting across from yet another client who felt completely lost with their finances. Traditional budgeting wasn't working for them – too rigid, too complicated, too disconnected from their actual goals.

That conversation changed everything. We realized people don't need another budgeting app or generic financial advice. They need someone who understands that every financial situation is different, every goal matters, and every small step forward counts.

So we built something different. A planning approach that starts with what you actually want to achieve, then works backward to create budgets that feel manageable and realistic.

Financial planning consultation session showing collaborative approach to budget development

What Drives Us

These principles guide every conversation, every plan, and every recommendation we make.

Real Numbers

We work with your actual income, expenses, and goals. No unrealistic expectations or one-size-fits-all solutions. Your budget should reflect your real life.

Goal Focused

Every budget decision connects to something you want to achieve. Whether it's buying a home, traveling, or building emergency savings – your goals drive the plan.

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Practical Tools

Complex spreadsheets and confusing systems don't work. We create simple, actionable systems you can actually use and maintain long-term.

Meet Your Planning Team

We're the people behind the plans. Each of us brings different expertise, but we share the same commitment to helping you succeed.

Morten Hauglid

Lead Financial Strategist

Started in financial services in 2015 after watching too many friends struggle with debt. Specializes in turning complicated financial situations into clear, actionable steps. Believes the best budget is the one you'll actually follow.

Kai Brennan

Budget Planning Specialist

Former teacher who discovered a talent for making complex topics simple. Focuses on helping clients build sustainable spending habits and emergency funds. Known for creating budgets that actually work in real life.

Client success story showing financial goal achievement through structured budget planning

Our Mission

Financial stress shouldn't consume your thoughts or limit your dreams. We exist to change that – one realistic budget at a time.

Every day, we work with people who thought they'd never get ahead financially. Small business owners juggling irregular income. Young professionals drowning in student loans. Families trying to save for their first home.

The common thread? They all needed someone to help them see past the overwhelm and create a plan that actually fit their life.

"We measure our success by your progress toward goals that matter to you – not by how perfect your spreadsheet looks."

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