We help you organize your financial life to better track goals that will match your life dreams. This includes "big-picture" items such as investments, insurance, taxes, etc., but also the "everyday" items such as your household budget and cash flow.

Much like a trainer prepping you for a mountain climbing expedition, we will help you stay accountable to the goals you have outlined. We'll work with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

Our advice and recommendations are always brought to you in the most objective manner, and we are available to consult with you at key moments of decision-making. We'll also provide you with all of the information you need to help you avoid making emotionally driven decisions.

As the saying goes, "Life is what happens when you're making plans." A plan is integral to have, but it only works if you treat it as a living document and keep it up to date as life changes. We work with you to anticipate your life transitions and to be financially prepared for them ahead of time.

When providing advice and recommendations, we work to ensure that our clients thoroughly understand each decision, including the risks associated with each choice. We'll provide the necessary resources to help facilitate the decision-making process, and explore the specific knowledge that will be needed to succeed.

At Ridgeback Capital Management, we don’t just work for you, we work with you. We help clarify your perspective and personal biases about money that may impact and guide decisions along the way. For instance, are you in a hurry to get to the peak at any risk, or do you prefer a more leisurely pace to enjoy side trips along the way? We will work collaboratively with you, and on your behalf, to achieve your goals.