Who We Are
At AtwoB, our mission is simple, to promote happiness by aligning your money with what you value most. We pursue our mission by providing coordinated and empowering financial, investment and tax solutions that are dynamically-adjusted to your evolving life.
What’s Important to You?
Our customized F.R.I.D.A.Y.™ framework helps you align your money with what’s most important to you. F.R.I.D.A.Y.™ is different because it does not simply focus on how great things will be at some point in the future. In fact, it doesn’t even start with your finances at all! It starts by focusing on the qualitative nature of your present.
Family & Friends, areas of Recreation, and individual Interests that bring you enjoyment today are focused-on first. From there, we’ll explore the practicality and satisfaction that you derive from your Day Job, as a source of both financial resources and day-to-day fulfillment. We’ll concurrently explore future Aspirations like planning for retirement and college needs along with other wants and wishes. The final step in the framework is to balance and align Your Money in a way that gives you control of it all.
Once you’ve explored and prioritized what’s most important to you, we'll find the proper F.I.T. for your hard-earned dollars by seamlessly coordinating your Financial, Investment and Tax Planning needs with your F.R.I.D.A.Y.™ We help you to spend, save and invest in a way that is consistent with your priorities and comfort level, and places you in conscious control of your money.
Importantly, we recognize that life is always evolving, which is why we adjust along with you from AtwoB. We’ll help you to Act and get organized. We collaborate with you to Build a strategy that leads to consistent progress. And we’ll always work to find the ongoing financial Balance between present-day lifestyle and future flexibility. The ultimate goal is for you to enjoy your today while preparing for tomorrow, knowing that your money has the purpose that you want it to have.
Start with F.R.I.D.A.Y.™ Then Find Your Best F.I.T. From AtwoB.
We look forward to learning about what’s most important to you…
Todd, Mike & Jeff