Financial Expertise You Can Trust
Meet the professionals who turn complex financial concepts into clear, actionable strategies for your future
What Sets Our Approach Apart
We believe financial planning isn't about following generic formulas. It's about understanding the unique circumstances that shape each person's relationship with money.
Behavioral Finance Focus
Understanding how psychological factors influence financial decisions has become central to effective planning. We examine spending patterns, risk tolerance, and decision-making triggers rather than just numbers on spreadsheets.
Life Transition Planning
Career changes, family developments, and unexpected events require flexible financial strategies. We specialize in creating adaptive plans that evolve with life's unpredictable moments.
Sustainable Financial Practices
Long-term financial health requires building systems that work consistently over decades, not just during favorable market conditions. We focus on creating resilient, maintainable approaches.
The Person Behind the Strategy
Financial planning is deeply personal work. It requires someone who understands both the technical aspects of money management and the human stories that give those numbers meaning.
Cordelia Finch-Hartwell
Senior Financial Planning Strategist
After spending her early career in corporate finance, Cordelia discovered that the most interesting problems weren't in boardrooms—they were in people's kitchens, discussing real concerns about retirement, children's education, and whether taking that career risk was financially feasible. She's spent the last twelve years developing approaches that make financial planning feel less like homework and more like a natural part of life planning.
What makes her perspective unique is her background in both quantitative analysis and adult education. She understands that the best financial plan is worthless if someone can't actually follow it. That's why her methods focus heavily on creating systems that work with people's existing habits rather than against them.