A lot of parents work hard and save well, but they aren’t sure what to do next.
You may be wondering:
How much is enough?
When is it appropriate to retire or scale back?
What’s an ideal investment mix?
Where should extra cash go?
What tax implications should be considered?
We believe every family deserves a holistic financial plan that instills confidence and peace of mind.
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
Just 3 Steps to Peace of Mind
Here’s how we help clients:
Investment Management
Let us help you tune out the noise and take the guesswork out of investing. We offer a faith-aligned plan for Christian clients.
Family Financial Planning
Real financial planning happens where money and values intersect. We guide parents through crucial financial decisions.
Business Exit Planning
Did you know that 70% to 80% of businesses listed for sale do NOT sell? We maximize value before and after the sale.
Important financial decisions shouldn’t be DIY.
Your family is worthy of a brighter future, with a trustworthy advisor by your side.
tired of money fights? let’s fix that.
Calm, productive money conversations with your spouse are possible—no tension, just teamwork.
Frequent financial check-ins can transform your marriage, even for busy parents balancing work and family.
Download 4 Key Questions to Ask Your Spouse During Financial Check-Ins to:
* Keep money talks stress-free.
* Plan big expenses and dream together.
* Stay aligned on your financial goals.
Opt-in now to start building a stronger financial partnership.