Skip to content

Holistic Financial Planning

Practical creative advice for your
financial peace of mind

Request an Initial Q&A
Request a Coaching Session
photo 4

Financial planning that reflects your personal goals & values

Holistic Planning and Coaching - Financial planning is one of the most important aspects of your life.  No matter how many plans you make about your career, marriage, vacation, home purchase, children, or retirement most will not happen smoothly or at all without sound finances.  But creating a financial plan can be daunting.  I am here to help make the process simple and painless. Working together, we create a financial well-being checklist that supports your life goals and serves as a roadmap to help you manage, save, invest and protect your money.

  • AARP
  • cfp logo resized
  • Bloomberg logo resized
  • nafpa logo resized
  • investopedia logo resized
  • gt logo resized
photo 2

We're here to help you plan for yourself and your family

A determining factor in planning your finances is integrating the family into your action plan. When you make plans anticipating live changing events, and working with purpose, your goals are met faster and your financial legacy can be preserved for many generations

The three steps to your financial planning process...

Step 1

Financial Mapping

to create your: 

Family Balance Sheet 
Family Cash Flow
Financial Projections

Step 2

Investment Allocation

to build your: 

Investment Policy Statement
Risk Evaluation
Investment Committee

Step 3

Succession Planning

tailored to your:

Exit Strategy
Estate Planning
Family Legacy

Let's organize and plan to grow your finances together


Financial Plan?

Strategy Session. We will begin with a 90-minute strategy session to understand your goals and current financial standing.

Action Plan. We will create a personalized action plan designed to help you reach your goals.

Monthly Check-in. For three months we will hold a 60-minute check-in session to discuss your progress.

Individual Work. We will give you personalized recommendations to complete in between monthly sessions.

E-mail Support. We will be available to you by e-mail whenever you need support or guidance.

Long-Term Success. We will set you up for success by providing you with helpful tools to ensure you continue down the right path.

Not sure how to choose the right financial advisor?

Take a look at three easy steps that will help you make the right decision.