Crypto Investment Management
Comprehensive Financial Planning
Education Planning
Insurance Planning
Investment Planning
Retirement Planning
Tax Planning
Assets Under Management
Emily is a heart-centered, intentional financial planner who helps her clients make sense of their financial lives and bring clarity to their goals. She believes in balancing splurges now to maximize your life's happiness, while saving for the future and protecting your assets. You will be left with a sense of freedom, accomplishment, and comfort that a well-thought out, comprehensive financial plan can bring.