A Life Aligned with Giving
When we’re not designing intentional financial plans for the clients we serve, we give back to our community, raising awareness and supporting causes meaningful to us and our families.
A Life Aligned with Giving
When we’re not designing intentional financial plans for the clients we serve, we give back to our community, raising awareness and supporting causes meaningful to us and our families.
Orienting Values and Finance
Enjoying adventure and family time outside, giving to communities in need, raising awareness for meaningful causes and initiatives, we combine our passions towards charitable efforts that involve fundraising, competing in events and supporting efforts that elevate and enrich lives and communities in need.
Personal Aims and Passions
We live a meaningful life intentionally designed to our core values. Below are some of the rewarding and enriching experiences we’ve shared, giving back to the community and supporting those in need. If you’re a client, we welcome you to share your meaningful cause and let us know how we can support your aims.
Charities We Support
Serving Families of Those Who Serve
Led by the wife of a retired career US Air Force officer, our team has first-hand understanding of the particular circumstances surrounding US military benefits and an intimate awareness of the needs of military wives and families.
When possible, we provide financial planning services to the widows of service members navigating the complexities of a constantly evolving financial situation associated with the unimaginable loss of a military spouse.
Serving Families of Those Who Serve
Led by the wife of a retired career US Air Force officer, our team has first-hand understanding of the particular circumstances surrounding US military benefits and an intimate awareness of the needs of military wives and families.
When possible, we provide financial planning services to the widows of service members navigating the complexities of a constantly evolving financial situation associated with the unimaginable loss of a military spouse.