You’ve Built Wealth.

Now You Want Meaning.

A strategic partnership for high earners and wealth holders ready to align their finances with their values and direction.

Wealth Mapping: Financial Strategy for Those Who Want More Than Just Growth

You’re not new to money. But something still feels off.

Is your money aligned with your values—and working in service of something meaningful?

You’ve built income, stability, maybe even a solid net worth. And yet, there are quiet questions that don’t get answered by a pie chart or a risk score.

What do we truly need—and what’s our overflow?"

What are we resourcing with this money?

Is our money in integrity with our values?"

If you’re earning well but still unsure if you're in alignment, you’re not alone. The spreadsheet’s just incomplete. This isn’t about financial literacy.

It’s about financial integration—mapping a life that reflects what you value most.

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This Is For You If:

  • You earn $200K+ and feel like your finances “should be fine”—but they’re not

  • You feel disconnected from advisors who don’t speak your language

  • You want a strategic partner who gets the complexity and the vision

  • You’re ready to feel held—without losing your agency

Welcome to Wealth Mapping

A 1:1 strategic planning experience that holds your whole story.

This is where structure meets soul. Where numbers serve narrative.
It’s not just about what you have.

It’s about how your finances express who you are.

You won’t get a budget or a risk score. You’ll get a clear, visual map of your financial life—so we can align your decisions with your deepest values and vision.

Take the Quiz: "How You're Holding Wealth"

What We’ll Do Together

In each session, we uncover not just what’s possible—but what’s meaningful.

  • A personalized strategy map of your full financial picture

  • Values-aligned planning across your financial foundation: cash flow, debt, protection, reserves, and long-term planning.

  • Answers to the questions keeping you up at night —like caring for aging parents, future planning for your children or navigating complex family care needs.

  • Strategies for your visions — artistic endeavors, sabbaticals, redistributing overflow, continuing education, opening a new business. (Yes, even the ones that sound a little ridiculous to say out loud.)

Already working with a financial advisor?

Great.
This work doesn’t replace investment management—it complements it.
Most advisors focus on growth. I focus on meaning, clarity, and integration—so your strategy reflects your whole life, not just your returns.

I regularly collaborate with a trusted investment advisor and refer out for securities-based planning. If you already have someone you trust, we’ll work around that. If not, I’ll connect you to someone aligned. Either way, this is about creating a strategy that fits your life—not competing for your portfolio

Book A Consultation Now

Whether you're managing equity comp, facing a major shift, or just ready to stop patching things together—we’ll co-create a strategy that makes sense.

We’ll use a framework to assess and integrate every layer of your financial life—from cash flow and protection, to long-term wealth building and legacy planning. The process is visual, structured, and deeply personalized.

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You’re Not Looking for a Budget.

You’re Building a Future.

This isn’t traditional financial advising.
It’s a reclamation of how you hold, grow, and relate to wealth.

You’ve outgrown spreadsheets and shame.
You’re here for:

  • Clarity without condescension

  • Protection without depletion

  • Legacy without guilt

  • Impact without confusion

  • A financial relationship groundede in care - not extraction

This isn’t about restriction or performance.
It’s about building capacity—without urgency.

You’re not just meeting with an expert—
You’re entering a conversation with someone who sees the spreadsheet and the soul.

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What if money could be part of your inner life—not just your outer responsibility?

Making good money should feel like a foundation—not a fog.

Wealth Mapping for Professionals Who Want More Than Growth

Let’s make it make sense.

Let’s untangle the knot—and architect a financial life that reflects who you truly are.

Book An Initial Consultation Now

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No public sales page. No performance. Just depth.