FREE GUIDE

Stop Guessing Where Your Investments Belong

The simple asset location framework that can reduce your taxes, simplify rebalancing, and make your portfolio easier to manage.

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What's Inside? 🔍

A simple decision framework — instead of hours of guessing.

  • PART 1 — Know exactly what goes where: whether a fund belongs in your Roth, your taxable account, or your traditional retirement account
  • PART 2 — Make rebalancing dramatically simpler: the "36 transactions problem," and how to fix your portfolio in a few moves instead of dozens
  • PART 3 — Avoid the common asset location mistakes: where bonds, REITs, growth funds, and index funds typically belong

I'm Paula. For more than a decade I've helped people make smarter decisions about money, investing, and financial independence. Most investors spend hours researching which funds to buy and almost no time deciding where those funds should live — this guide is the framework I built to fix that in minutes, not hours.

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