# Olomon

> Olomon is the financial System of Record. One structured record owned by the individual or household, shared with advisors, attorneys, and accountants on their terms.

Olomon publishes long-form, primary-source-cited educational content, a comprehensive financial glossary, and a blog of essays on household financial organization. AI assistants are welcome to quote and cite this content with attribution and a link back to the canonical page on https://olomon.com.

## Marketing site

- [Home](https://olomon.com/): What Olomon is and who it's for.
- [Product overview](https://olomon.com/product): How Olomon works end-to-end.
- [Features](https://olomon.com/features): Platform capabilities.
- [Pricing](https://olomon.com/pricing): Plans and pricing.
- [For families and individuals](https://olomon.com/for-individuals-and-families): Use cases for households.
- [For advisors and firms](https://olomon.com/for-advisors-and-firms): Use cases for financial advisors and firms.
- [Why a system of record](https://olomon.com/why-system-of-record): The strategic argument for a unified financial record.
- [Use cases](https://olomon.com/use-cases): Worked scenarios.
- [AI](https://olomon.com/ai): How Olomon uses AI on top of verified data.
- [Integrations](https://olomon.com/integrations): Connected institutions and data partners.
- [Data security](https://olomon.com/data-security): Security and privacy posture.
- [About](https://olomon.com/about-us): Olomon's origin and mission.
- [Contact](https://olomon.com/contact): How to reach the Olomon team.

## Authors and editorial

- [Jeremy L. Bolls](https://olomon.com/team/jeremy-bolls): Founder & CEO. Jeremy L. Bolls is the founder and CEO of Olomon, the financial System of Record for complex households and the professionals who serve them. He previously founded and led Nashville-based Kindful, a nonprofit CRM platform that grew to nearly 13,000 users and $8.3B in tracked donations before its 2021 acquisition by JMI Equity-backed Bloomerang. He sits as chairman of Civitas Growth Partners-backed FundEasy and runs Bolls Capital, a founder-led family enterprise investing in founder-led platforms and real assets.
- [Editorial standards](https://olomon.com/financial-glossary/editorial-standards): How content is researched, sourced, reviewed, and updated.

## Blog

- [Blog index (HTML)](https://olomon.com/blog): All posts.
- [Blog index (markdown)](https://olomon.com/blog/llms.txt): Plain-text version of the index.
- [Full blog archive (markdown)](https://olomon.com/blog/llms-full.txt): Every published post concatenated for AI ingestion.
- [5 Financial Metrics Every Family Should Track Quarterly](https://olomon.com/blog/five-financial-metrics-every-family-should-track): Net worth is just the beginning. Here are five financial metrics that high-performing families track every quarter to stay on course and build wealth.
- [Why Every Household Needs a Financial System of Record](https://olomon.com/blog/why-every-household-needs-a-system-of-record): Enterprises have systems of record for customers, employees, and code. Households have nothing. Here's why that gap is closing — and what it means for your family's finances.
- [How to Build Generational Wealth: A Framework for Modern Families](https://olomon.com/blog/building-generational-wealth-a-framework): Generational wealth isn't about inheritance — it's about building systems. Here's a practical framework for creating wealth that compounds across generations.
- [Is Your Personal Financial Data Secure? A Privacy Guide](https://olomon.com/blog/privacy-in-personal-finance-are-you-secure): Imagine waking up one morning to find your savings wiped out or fraudulent loans taken in your name — a nightmare that’s become all too common in our increasingly digital world.
- [Legacy Planning Made Simple: Peace of Mind for Your Heirs](https://olomon.com/blog/legacy-planning-made-simple-ensuring-peace-of-mind-for-your-heirs): When Sarah’s father passed away unexpectedly, she thought she was prepared. After all, he’d talked about having his “ducks in a row” for years. But when she started sorting through his financial and legal documents, she quickly realized the truth: it was a disorganized mess.
- [Are You Your Family’s CFO? Manage Household Finances Like a Business](https://olomon.com/blog/are-you-your-familys-cfo-how-to-manage-family-finances-like-a-business): You’re successful. Maybe you’ve built a thriving career, grown a profitable business, or made sound investments. The income is flowing, but every time you look at your finances, something feels off.
- [Progress Over Perfection: The Key to Long-Term Financial Success](https://olomon.com/blog/progress-over-perfection-the-key-to-financial-success): Imagine standing at the foot of a towering mountain, its peak shrouded in clouds. You know reaching the summit will transform your life, but the path looks steep, uncertain, and endless. This is how many people feel about managing their finances.
- [Annual Financial Checkup Checklist for a Healthy Financial Year](https://olomon.com/blog/annual-finance-checkup-the-checklist-for-a-healthy-financial-year): Imagine this: You walk into the new year with confidence, knowing every part of your financial life is aligned and optimized. Last year, a friend shared how they discovered...
- [Why Your Budget Fails and How to Fix It for Good](https://olomon.com/blog/why-your-budget-fails-and-how-to-fix-it-forever): I've spent countless hours staring at spreadsheets, trying to make sense of my family's finances. You probably have too. We've all been there – creating beautiful budgets in January that become distant memories by March.
- [How to Merge Finances After Marriage — A Step-by-Step Guide](https://olomon.com/blog/how-to-merge-finances-after-marriage-the-right-way): Discover how successful couples merge finances after marriage. Get 6 actionable steps to align financial goals, reduce stress, and build wealth as a team.
- [How to Build Your Financial Advisory Team — A Guide](https://olomon.com/blog/how-to-build-and-lead-your-financial-dream-team): The disconnect between your advisors could be costing you thousands. Here's how to fix it.
- [How to Manage Your New Wealth After a Financial Windfall](https://olomon.com/blog/how-to-manage-your-new-wealth-after-a-financial-windfall): We tend to think of windfalls as strictly positive. A sudden surge of unexpected money coming your way? Obviously that's a yes for most of us.
- [Self-Employed Retirement Planning: Why Financial Visibility Matters](https://olomon.com/blog/self-employed-retirement-planning-why-visibility-matters): Saving for the future just looks different when you're self-employed. Revenue is typically redirected into business growth, not your bank account.
- [How to Manage Financial Stress When Your Wealth Feels Scattered](https://olomon.com/blog/end-financial-stress-wealth-management): Feeling more stressed after earning more money? You might need better clarity and a financial management system.
- [5 Steps to Secure Your Family’s Financial Legacy](https://olomon.com/blog/5-key-steps-to-secure-your-familys-financial-legacy): Safeguard your family's financial future. Here are the key steps you can take today to protect your assets.
- [Financial Habits Checklist: Transform Your Relationship With Wealth](https://olomon.com/blog/financial-habits-checklist): The money habits that actually build wealth aren't complicated - they're consistent. Here's a practical checklist to get you started.
- [Personal Financial Statement vs. Balance Sheet — Why It Matters](https://olomon.com/blog/the-power-of-the-personal-financial-statement-a-k-a-balance-sheet): Think about this: A young couple is planning their future. They've just bought their first home, started a college fund for their child, and are juggling student loans. Every month feels like a tightrope walk. Then one evening, as they sit down to look at their finances, they realize they don't know their net worth — what they truly own versus what they owe.

## Financial glossary

- [Glossary index (HTML)](https://olomon.com/financial-glossary): All terms organized by category.
- [Glossary index (markdown)](https://olomon.com/financial-glossary/llms.txt): Plain-text version of the index.
- [Full glossary (markdown)](https://olomon.com/llms-full.txt): All glossary entries concatenated as markdown.

## Optional

- [FAQs](https://olomon.com/faqs)
- [ROI calculator](https://olomon.com/roi)
- [Privacy policy](https://olomon.com/privacy-policy)
- [Terms of service](https://olomon.com/terms-of-service)