Personalized financial strategies for your present and future.

Who We Are

  • Personal finance is personal. Your approach to your finances comes from your upbringing and how you’ve internalized what money means.

    In today’s world, it’s tough to separate what is real from the noise.

    Our goal is to provide clarity by understanding your money beliefs (and perhaps debunking a few myths), assessing where you are, and building a roadmap to give you clear directions on where you’re headed. Whether your goal is paying off debt, saving up for a house or vacation, splurging on clothes, making more money, working less… we can help! Like our namesake, we strive to be a guiding light as you navigate your financial journey.

  • We believe in empowering through education — money doesn’t have to be scary or overwhelming. Being able to make confident decisions with your money starts with getting clear, practical guidance.

    A few of our core values:

    • Education > intimidation

    • Relationships > transactions

    • Long term thinking > short term thinking

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Our Services

  • Polaris

    Financial Clarity Session

    This is a one-time strategy session focused on evaluating your cash flow, debt, savings, and investments. We will take a deep dive into your finances including a line by line assessment of your income and expenses, net worth, and cash flow. We will discuss your goals and determine how to make improvements to achieve those goals.

    Investment: $398 (90 minute session)

  • Orion

    90 Day Financial Reset

    This package includes the Polaris strategy session (90 minutes) and 2 additional check-in/accountability sessions (60 minutes each).

    In addition to the initial deep dive into your personal finances and mapping out goals, we will review and assess what is working and implement adjustments as needed.

    Investment: $998