We've had a really great experience with Ballast Point — and we feel much more knowledgable about our finances. Drew and the team help us put together a budget, handled taxes, and plan for company stock.
August 2022
Shawn and Drew from Ballast point have been amazing in helping us realize how to organize our finances to fit our life's needs. We were able prioritize our goals and make our money work towards them. I'm really glad that we chose Ballast point
