An easy way to manage your money, TALK about it and build wealth.
Join our team of money experts as we take you on an extraordinary journey, leading you to uncover the secrets of Peace, Love, and Money.
Who we are
Peace Love Money is a group of money experts focused on delivering pure, compassionate, and personalized plans to help you navigate your financial challenges.
Our approach is honest, with no hidden fees, strings attached, or personal agendas. Whether you’re self-made, generationally wealthy, or fiercely ambitious, Peace Love Money is committed to transforming your financial life so you can live your best today and plan for your best tomorrow.
WHY ARE WE DIFFERENT?
We GIVE A DEEPER FRAMEWORK ABOVE AND BEYOND A BUDGET TOOL OR A FICO SCORE.
We guide you through identifying who you want to be and how to align with that vision and become the best version of yourself. The mechanics of money comes last.
This is not a passive process. It requires your active engagement and the development of our specific Peace Love Money tools and techniques to overcome challenges and achieve success.
THE PROCESS
our Approach is divided into three key techniques: Peace, Love, and Money.
PEACE
EMOTIONAL RECOGNITION
Reflect and reframe your money mindset.
Understand and gain control to manage money stress.
Establish your wants, dreams, and ideas.
LOVE
JOURNEY WITH YOURSELF
Establish key money relationships - what role money plays to the ones you love & how do you talk about it with them?
Determine your self-worth: best ways to take care of yourself and others.
MONEY
TOOLS AND PLANS
How you will manage money: earn it, share it, spend it, save it.
Develop a plan of attack.
Gain independence.
Our Services
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ONE PAGE FINANCIAL PLAN
The One Page Financial Plan provides a tactical guide for those starting out and wanting to optimize their financial resources.
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STRATEGIC FINANCIAL PLAN
This is a deeper dive into three key areas of your financial life. Ideal for families with children and property owners, whose lives are a bit more complicated.
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COMPREHENSIVE FINANCIAL PLAN
This is the perfect plan if you want to stop stressing about what you should be doing and instead get it all done with an expert to help you.
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LEGACY PLAN
The planning process engages two generations (giftor and the recipient) and customized financial planning for both. Legacy planning provides greater clarity and intention setting for both generations to foster better communication during this lifetime.
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FINANCIAL UPDATE PLAN
The best financial plans evolve with your life. Financial updates provide opportunities to keep you accountable to your financial goals and adjust your plan for life changes.
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ASK THE EXPERTS
Ask one of our CFP(R)s any finance related question and get actionable steps to solve your most pressing issue with no further commitment.
DON’T TAKE OUR WORD FOR IT.
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“It all begins with an idea. Maybe you want to launch a business.”
Laurie Payton
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“It all begins with an idea. Maybe you want to launch a business.”
Jamie Kokot
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“It all begins with an idea. Maybe you want to launch a business.”
Lindsey Beumer
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“It all begins with an idea. Maybe you want to launch a business.”
Keith Finley
