Documented service configurations
A selection of financial and technical services evaluated for their utility in managing personal capital and digital infrastructure.
Wealthfront
Automated investing and high-yield cash accounts. Set it and forget it.
I use Wealthfront for my emergency fund and automated investing. Their tax-loss harvesting and 5.00% APY (with referral) make it my primary hub.
Copilot Money
The most intelligent budgeting and net-worth tracking app for Mac and iOS.
The only app that has actually helped me understand my spending patterns through clean design and AI-powered categorization.
1Password
The gold standard for password management and secure digital storage.
I've been a 1Password user for over a decade. It is the single most important tool in my security stack.
YubiKey
Physical hardware security keys for phishing-resistant multi-factor authentication.
I leave a Nano key permanently in my laptop and carry an NFC key on my keychain. This is the highest level of account security.
Optery
Automated data broker removal to reduce your digital footprint and stop spam.
Optery's free audit showed me exactly which brokers were selling my address. The automated removal saves hours of manual opt-out forms every year.
NextDNS
Cloud-based DNS firewall that blocks trackers, malware, and ads at the network level.
I run this on my router and all mobile devices to block analytics and tracking across every app, not just the browser.