Hi, I’m Heather 👋 

Founder, Lead Planner

I started this firm to help families like yours take the stress out of managing finances so you can focus on what matters most—your family, your happiness, and your goals.​

I love to get to know new people, and planning allows me to get to know you and craft a tailored strategy that caters to your individual values.

If you're searching for a small office with a planner who genuinely wants to get to know you by your first name - you've found the right place.