Specializing in identity focused care for driven professionals navigating financial life transitions, we combine emotional insight with practical financial guidance to help you move through change with confidence and purpose.

Who We Work With:

• Helping ambitious professionals navigate the intersection of identity, money, and meaning.

• Clients who believe in having a growth mindset.

• Clients who value mindfulness, personal growth and self reflection.

• Organizations/ foundations that inspire to empower their employees & community through financial wellness.

• Through Our Work Together, Clients:

• Navigate major financial transitions (divorce, inheritance, career pivots) with clarity and confidence

• Develop personalized wealth-building strategies aligned with their values

• Build neurodiverse-friendly systems that reduce financial overwhelm

• Address executive function barriers to money management

• Break free from limiting money beliefs that hold them back from their next level

• Create financial systems that support both their current lifestyle and future legacy