YOU DON’T HAVE TO CHOOSE
Building a financial plan for mindful solo business owners gives you the freedom to live a full life, doing the work you love without jeopardizing your financial future.
- Build your career around your lifestyle without sacrificing financial stability.
- Nurture your creativity and make space for your ideas to flourish.
- Carve out time to connect with your community and make an impact.
- Enjoy stress-free living that aligns with your values and dreams.
- Create systems that strengthen your business
FIND OUT WHAT IT TAKES TO HAVE THE BEST OF BOTH WORLDS
AS SEEN ON:
BUILD A PLAN THAT WORKS WITH YOUR FLEXIBLE LIFESTYLE
SCHEDULE A CALL
Let’s get to know each other, I want to hear where you want to go.
We dive deep to help align your money with your values, goals and aspirations.
CREATE A PLAN
You get a customized roadmap that will help guide you to your abundant future.
FINANCE YOUR DREAM LIFESTYLE
Running your own business adds a few more pieces to your financial puzzle.
Identify what’s most important so your work fuels your lifestyle.
I believe financial planning should reduce your anxiety, provide you with clarity, and align your finances to create the life you want for you and your family.
As a CERTIFIED FINANCIAL PLANNER™ professional, I help solo business owners and their families build financial plans that support your lifestyle and business.
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|INITIAL FINANCIAL PLANNING||IMPLEMENTATION & ACCOUNTABILITY|
Build a system that helps support smart financial decisions.
Stay on track & keep working toward your goals with a CFP® professional on your team.
LET YOUR WORK FUEL YOUR LIFESTYLE
FINANCIAL PLANNING FOR PEOPLE WHO CRAVE FLEXIBILITY
- Stop jumping from one fire to the next
- Keep stress at bay so you can focus on what you love
- Build stability so you can give more
- Create systems that empower your business to grow
- Find opportunities that work with your lifestyle, not against it
- Make space for your ideas to flourish
- Enjoy stress-free living that aligns with your values & dreams.