Tide & Tempest Financial Planning
10+ years of enriching, educating, and engaging the community to achieve better financial wellness and peace of mind.
What We Do
Tides are predictable and you can prepare for them reliably. Tempests pop up randomly; the only way to prepare for them is to always be ready for the unexpected. This mindset is the foundation of our consultations.
Seminars, webinars, and other speaking engagements geared towards financial wellness for students and young professionals.
1:1 consultations to discuss topics including, but not limited to, budgeting, retirement planning, savings strategies, and benefits packages evaluations.
On-demand educational content customized to your needs, at your fingertips when you are looking for additional guidance or a refresher on topics covered in 1:1s.
Our Experience
3,500+
consultations
$13M
in student loan repayment savings
6
licenses and
certifications
50+
financial speaking engagements
Who We Are
We have a background in corporate finance, academic financial wellness initiatives, and working through special communities like military and veterans, veterinarians, and healthcare professionals.
Our Values:
- Transparency
- Accountability
- Knowledge