Semper Fi Veteran & Women Owned
Lets LOVE & LIVE More with
Less FINANCIAL Stress & Fear
*Reminder our firm is part of a much larger team under Foundations Investment Advisors RIA, operating under our LLC DBA*
Fiduciary Planning
True Financial Planning is not being limited to choices and being able to see all the pieces. We shine light on the truth to put you first out of love. What is a true Fiduciary? See our blog post the "F and C" word for the truth. Estimate only 7%-10% are!
Mindfulness
We believe in a balance of mind, body, and soul. Money is just one form of true wealth. Meditation and mindfulness are key factors to less stress and more love. We live our own lives in this very truth too. As lightworkers and guides, we center on LOVE. True wealth by money alone is spiritually empty "Deepak Chopra".
Virtual Offices
We believe in saving you time and stress by meeting via phone and video from anywhere. We do not believe in a physical building or a fancy office. Feel free to have comfy clothes on sitting on your couch or in your backyard. We deliver excellence in a virtual environment and are authentic. We also teach in person classes as well in our local area.