At Livelihood we work with early- and mid-career clients who are looking to balance a joyful and meaningful life with long-term financial stability.

No nonsense, advice-only planner who dreams of everyone having a financial plan.

I became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.

I specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this compl...Read more

I help first-gen professionals who've had to figure it all out build financial confidence and freedom.

BE EMBOLDENED. Let’s work together to create a plan to achieve your financial goals and find the answers to your important money questions.

My mission as a financial planner is to help people gain clarity on their finances so they can spend more time pursuing their dreams.

I work with clients who are near or already in retirement. My Retirement Roadmap focuses on streamlining retirement.

I help individuals and families achieve financial peace of mind with personalized plans to help you meet your goals while enjoying life along the way!

Hourly financial planner helping tech professionals and families live their best lives.

I support Validators and DIYers with financial advice at personal checkpoints. Advice only, and only when needed.

I was a college professor for many years and now I teach couples how to approach retirement with confidence.

Hourly financial planning with no strings attached. Simply pay for the time you need when you need it.

My mission is to make individuals and families establish a clear financial path for reaching their lifetime goals and help them avoid mistakes in the...Read more

Planning for families with active outdoor lifestyles who have multiple competing financial goals. Also specializes in equity compensation for tech wor...Read more

I am in business because I saw too many clients that want help from an advisor, but don’t want to give up managing their investments.

Hi! I partner with early- to mid-career professionals and families to maximize their life with high-impact, accessible planning.

With 25 years' experience, Holly collaborates with clients to navigate their own version of financial independence.