FIDUCIARY – We are on your side
FEE-ONLY – Absolutely no sales or commisisons
FLEXIBLE – Pick investment management, classes or monthly fee-for-guidance

I want in! Let me be a part of your amazing "From Here to FREEDOM classes!"

I know I might get rich and wealthy from this, and I accept that risk.


Schedule Time with Tamara

Exploratory 1:1 Meeting

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Private Wealth Management

YOUR MONEY IN SAFE HANDS WE FOCUS OUR ATTENTION ON BRINGING YOU HOLISTIC PLANNING THAT IS CONGRUENT WITH YOUR VALUES AND VISION.   Through comprehensive wealth management, we guide and teach you what you need to know to make the

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Classes and events

Wealth Building

REMEMBER WHEN YOU WERE IN SCHOOL? DID THEY TEACH YOU ABOUT MONEY?   Our Group Classes provide all the same knowledge that we teach our private wealth management clients.  They cover retirement planning, passive income, cash flow, budgeting, tax strategies,

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Upcoming Events From Here to FREEDOM Classes DATES: 10AM – Noon April 7th May 5th June 2nd July 14th August 4th COST: $100 for series of 5 classes $25 each Guided Wealth Mastermind – Santa Barbara Saturday Monthly Meetup

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