Let’s create a custom, values-aligned family financial and investment plan

Sleep peacefully at night, knowing where each dollar is going

Building wealth aligned with your values can feel daunting but doesn’t have to be.

You want to be a good steward of money and make smart financial decisions. To do so, you need a solid financial plan with a credible advisor to guide the way.

Here’s the problem: many wealth planners focus on accumulating assets and don’t factor in your desire to make this world a better place.

Values-based financial planning should be enjoyable and easy. I understand how overwhelming it can feel, so I’ve developed a 5-step process that helps clients just like you build a brighter future for their families, communities, and beyond.

My approach is unique because I’m a:

• Fee-only fiduciary, offering advice only in your best interest 

• Catholic mom of 3 boys who cares deeply about family

• Award-winning author of Redefining Family Wealth

• Host of the Beyond Budgets® podcast

• Location-independent advisor

Here’s how we help clients: