Financial Life Journeys

Our mission at Financial Life Journeys is to join you in an adventure by guiding you through your Financial Life Journey with comprehensive, fee-only, values-based financial planning services. We specialize in working with nonprofit employees and supporters of their organizations. 

Financial Life Journeys was founded in 2019. At Financial Life Journeys, we like to have fun! Life’s journey is full of twists and turns and ups and downs…which can be frustrating and stressful. There are many financial related decisions to make from the time you graduate High School until well into your retirement. But developing a financial plan can be exciting and can establish peace, and even relational harmony. We will begin by helping you establish values-based goals…so you can accomplish what’s most important to you. Then we will help you stay consistent with your values and heading in the right direction.

Financial Life Journeys