• As a lifelong boater who has owned many boats from a 16 ft. bass boat to a 35 ft. Aft Cabin Caver with twin diesel inboards, I have researched the liveaboard cruising lifestyle for years.
• Specialized Financial Planning – We help you structure your finances to support full-time cruising – including budgeting, asset management, and contingency planning.
• As a sponsor of America’s Great Loop Cruiser’s Association (AGLCA) we have the ability to offer clients a complimentary membership to AGLCA (within limits).
• Curated Resources & Partnerships – Access to our growing repository of vetted services and partners.

Who We Help

• Aspiring Loopers & Liveaboards – Planning your escape? We’ll help you build a financial roadmap to live your dream. We also have the resources and trusted partners to ensure you have expert advice on the unique complexities that come along with life aboard – like taxes, yacht financing, insurance, and more.
• Current Cruisers Seeking a New Advisor – Already living your dream but want a financial partner who truly understands your lifestyle. Let’s talk.

How We Help

• Virtual meetings from anywhere with flexible meeting hours
• Flexible planning tailored to your cruising schedule
• Coordination with your existing professionals (CPA’s, attorneys, etc.)
• Investment Management focused on your goals
• Additional services for small business owners working from the water
• Whether you need yacht financing, insurance, medical evacuation insurance, mail services, or other liveaboard-specific services, we have a resource or partner ready to help.