Grief is heavy. 
Finances Impact Everything.

We hold space for grief and simplify the finances,
so that you do not have to walk this journey alone.

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Empathy and Expertise

As a a CPA and CFP® living in grief, I built my financial planning firm to meet you as you walk your own grief journey.

Who We serve

Who We serve

 Our clients are normally carrying the heaviness of grief and trauma.

more about who we serve
Our Process

Our Process

We simplify what we can by being intentional and purposeful.

More about Our Process
My Story

My Story

My calling crystallized during my own struggle in grief.

more about my journey

“Even if you’ve accumulated a house full of nice things and the picture of your life fits inside a beautiful frame, if you have experienced trauma but haven’t excavated it, the wounded parts of you will affect everything you’ve managed to build.”

– Oprah Winfrey in What Happened to You

“You never know how much you really believe anything until it's truth or falsehood becomes a matter of life and death to you.”

– CS Lewis in A Grief Observed

"5 Be wise in the way you act toward outsiders; make the most of every opportunity. 6 Let your conversation be always full of grace, seasoned with salt, so that you may know how to answer everyone."

-  Colossians 4:5-6, NIV 

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