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Elevating Intentional Wealth

Abundance does not come from your statement of net worth. You have intentions, family, and interests outside of money that bring you genuine excitement, peace, and joy. We believe in providing you personalized attention and care to support the entirety of you. Our mission is to offer true holistic financial planning for all your life's endeavors through competence, empathy, and love.

Through holistic financial planning, conscious financial advice, and love

Who We Serve

1

Pre-retirees

Turning fifty is a milestone in your financial life. Studies show this is the decade you make your wisest decisions with money. Further, your perspective shifts as you detach from your career identity and ponder life after work. You wonder, "Have I saved enough?"

As you enter your highest earning years, with limited remaining time until retirement, it's important to get this phase of your life right. Errors in investment allocation or financial behavior can prove costly. 

Proper financial planning answers the question of where you stand today, and how you can best get to your imagined tomorrow.

2

Employee Financial Wellness 

We work with small businesses to bring their employees access to financial planning. Employers like you see the advantage in providing financial wellness programs to their employees. Employer benefits include a more financially secure workforce, less individual financial stress (and absenteeism), and increased retention of employees. As a caring employer, you feel it is the right thing to do.

 Because of financial incentives and regulatory issues, most big firms do not have the interest or ability to offer these types of group financial wellness benefits to employees. We exist to help fill that gap.

3

Conscious Capitalists

Free-market capitalism is not evil. In its purest form, it is an effective way for humans to endlessly create and enhance wealth for all.

That being said, it is not a perfect system. There are businesses that contribute to human health issues, ruin the environment, and put profit above all else.

Conscious capitalists are folks who want to support the growth of intentional businesses, while aligning their desire for a more just and connected world. 

We believe wealth is an important tool and can be a force for good in the world. We share your values and help you be a good steward of the capital that has been bestowed to you.

Work with us

The quickest way to get in touch with us is by filling out this form. We’ll respond via email as soon we can (usually within one business day).

Image by Francesco Gallarotti
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