Financial Life Planning & Coaching

Financial Life Planning & Coaching

Financial planning plus…

Your life and financial goals are forever intertwined. Your portfolio shouldn’t represent market whims, or even what your advisor prescribes, but who you are. Financial life planning starts at this point, where your dreams and finances meet. Here we take a strong holistic emphasis, expanding our conversation on goals to encompass your vision for the future and your values, what fulfills you, and how you can best live out your purpose.

The life planning approach looks at all of or your resources, not only externally such as time and money, but also internal resources like resilience, gratitude, and joy. From there, we can tune your financial plan even finer and put together a roadmap to your dreams and the coaching to get you there.

We also offer one-on-one individual or couples coaching to keep you focused on achieving your vision and to hold you accountable. Any topic is fair game as money intersects almost every area of your life. We can tackle topics such as career changes, relationships, improving communication with your significant other, and working through any obstacles that may exist, including old money stories.

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