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