How To Calculate Your DTI

Your debt-to-income (DTI) ratio is an important part of your overall financial health. Calculating your DTI may help you determine how comfortable you are with your current debt and where you have opportunities to improve in savings, investments, etc.

How To Determine Your

Tax Liability

Taxes are unavoidable and without planning, the annual tax liability can be very uncertain. Use the RULE OF 35 to help determine your estimated tax liability along with your average and marginal tax rates.

Why Is This So Important?

What does your after debt and taxes income look like? You should be in a position to start investing 35% of your after-debt and tax income. Explore father how this is possible with the RULE OF 35.

A Holistic Approach To Mortagage

"This was a great experience and helped open our eyes to the fact that we should be investing money."

An Eye-Opening Financial Experience

“I was planning to put a big down-payment down on my upcoming home purchase.  But the strategy session gave me a lot more options to think through. This was a really enlightening process for me.”