Financial Planning When You Want It All

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Why Cultivating Wealth?

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Advice You Can Trust

We are a fee-only, fiduciary firm. We do not accept sales commissions and have a legal obligation to make recommendations in your best interest.

A Custom Financial Plan

You are busy and we get that. Who has time for a third job?

Expect quick communication and updates so you always know where you are.

Understandable Expertise

Our team delivers advice in clear and simple terms (no financial jargon!) so you can make decisions with confidence.

Our advisors hold the CERTIFIED FINANCIAL PLANNER™ (CFP®)  and Certified Divorce Financial Analyst (CDFA®) designations.

It’s Easy to Get Started

Introduction

We start every client relationship with an obligation-free 15-minute introductory call. No strings attached – simply an opportunity for you to see if Cultivating Wealth is the best fit for your needs.

Discovery

We’ll work together to gather your financial information and map out both your short- and long-term goals.

Solutions

Using your goals and values as a guide, the Cultivating Wealth team will work with you to create a set of personalized recommendations based on your unique financial situation.

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Why I Became a Financial Advisor

Why I Became a Financial Advisor

While getting a master’s degree in Economics, I realized I wanted a more applied career than becoming a Ph.D. and a professor. Finance is the intersection of Economics and Psychology, and fascinates me endlessly. After completing that degree, I spent fifteen years as...

 Are You Cultivating Wealth?

Are you trying to do the right thing financially, but unsure about your strategy or progress?

Schedule a call to see if you are on track.