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

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