Design Your Financial Future

Seamless Financial Planning and Investment Management for Your Next Chapter

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Does This Sound Like You?

Financial Crossroads

You are facing a major life change (divorce, stock event, job change, move, inheritance). You need a supportive team on your side to make informed decisions.

Tired of Traditional

You want a real financial plan and relationship with a trusted advisor, not just investments or insurance. Your “old” advisor doesn’t get it, and you are ready to upgrade.

Creative & Entrepreneurial

You are focused on growing your business and finance is not your thing. A partner to help with your sometimes-neglected personal finances would be amazing.

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What People Are Saying

Cultivating Wealth has not provided any compensation for the testimonials shown below. The testimonials shown have been solicited, have been selected from among all client feedback, and have been shared with each client’s permission. To our knowledge, no other conflicts of interest exist regarding these testimonials.

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DONNA F., CULTIVATING WEALTH CLIENT

“Working with you all has been so life-changing. I know that every time I have a financial decision to make, whether big or small, I can count on talking things through with you so I have all the information I need to make the best decision possible. Ever since I started working with you I feel like I have a financial safety net, and incredible people to advise me on so many important aspects of my life and my future.”

CHRIS P., CULTIVATING WEALTH CLIENT

“Thank you for doing the work. The last 2 financial advisors I engaged made vague promises about comprehensive financial planning but never actually dug into the details for us.”

KATE L., CULTIVATING WEALTH CLIENT

“I just wanted to say thank you for being so supportive and positive during this process. Even with all the paper- work and my way less than stellar tech. skills :), I am finding the collaboration with both of you very satisfying and grounding.”

VICKI M., CULTIVATING WEALTH CLIENT

“I want to thank you again for all you’ve done to help all these years and especially for all the love and support and guidance while my husband was sick. I’m blessed to have you having “my back” - truly.