People and ideas. My hope is that our work liberates clients from worry about money so they can focus on the people and ideas they care about most deeply. What that actually looks like is slowing down to talk about what you are doing with your money and why. What is all this work and saving building towards, and what ideally are you trying to create? We then see ourselves as advocates working on our client’s behalf to position their money and decision making so that it aligns with their ideal lifestyle. I am a Certified Financial Planner® professional and Chartered Retirement Planning Counselor®. I studied finance at James Madison University and Georgetown University. I was honored to be