Financial guidance for positive change.℠

Holistic wealth management

Aligned with your progressive values

A different type of holistic wealth management group

It’s not easy to find a financial advisor with whom you can comfortably be yourself. An advisor who will understand your vision of a more sustainable and just world. And an advisor with the depth of professional experience needed to guide you on a path towards achieving your goals. Take heart; you’ve just found one.

Our logo, the mandala, is an ancient symbol of self-unity. Our holistic approach to financial guidance identifies the many facets of your life, and like the mandala, integrates them into a comprehensive personal financial plan. The process brings you to a place of confidence and connectedness.

A different type of holistic wealth management group

It’s not easy to find a financial advisor with whom you can comfortably be yourself. An advisor who will understand your vision of a more sustainable and just world. And an advisor with the depth of professional experience needed to guide you on a path towards achieving your goals. Take heart; you’ve just found one.

Our logo, the mandala, is an ancient symbol of self-unity. Our holistic approach to financial guidance identifies the many facets of your life, and like the mandala, integrates them into a comprehensive personal financial plan. The process brings you to a place of confidence and connectedness.

We guide you at all stages of life

Where are you now? Learn how we can help you, wherever you’re at…

financial planning starting out

Beginning
My Journey

I’m getting established in my career. I want to make the right financial decisions today so I will have resources to live comfortably and to help make the world a better place. I have so many questions. Sometimes this all feels overwhelming.

financial planning growing family

Building My Career
and Family

There are others in my life who need me. I’m enjoying my career, though it is demanding. There are others in my life now who need me. There never seems to be enough time and money to get it all done. Should we be saving more? Racism. Guns. Climate change. I worry about my children’s future.

financial planning retiring

Reinventing Myself
or Retiring

I’m ready for change. If I retired tomorrow, would I have the financial resources to last my lifetime? Starting a new business sounds exciting. I want to stay healthy as I age so I can enjoy my freedom. I’ve been fortunate and I want to leave the world a better place.