Peace. Love. Money.

We are the unicorn of financial planning. Advice only, on- demand with no strings attached.

Peace. Love. Money. focuses on families with young children and couples starting their lives together.

Why? Because these are critical years when you are starting a family, buying a home, and growing your earnings. Without good planning, it is easy to miss opportunities that will help you make the most of your financial resources. We help you enjoy life today and know you are on track to meet bigger life goals.

We offer six levels of initial financial planning from the Global Plan to the One Page Plan .

Once you have completed the planning process, we support you through ongoing coaching and annual financial updates. As life changes, so does your plan. Our goal is to be your trusted advisor throughout this stage of your life and onward.

Our recommendations are objective and driven by what is best for clients.

our mission

It is our mission to help align spending and saving with your goals, educate you on all aspects of your financial life, and provide a road map to achieving the financial future you desire. We offer a hands-on approach that keeps you accountable to your financial goals.

OUR APPROACH IS DIVIDED INTO THREE KEY TECHNIQUES: PEACE, LOVE, AND MONEY.

  • Peace is the opposite of Stress - most people are stressed about money. We do everything we can to avoid money discussions. Our goal is to give a deeper framework above and beyond a budget tool or a FICO score. Peace of mind, is about know who you are, what you want and how to communicate to people.

    Peace comes from reflecting and observing. It is the result of not needing to constantly fix things in your life and being good in your current state. Stress is the opposite of peace. Stress is suffering and pain, and it means you need to or are in the process of change.

  • Love is a complex emotion that can be expressed in many ways. It involves feelings of care, affection, and respect for oneself and others. Starting the journey with loved ones and oneself involves understanding one's own needs and values, building healthy relationships, and nurturing those relationships through communication and trust.

    Talking about money can be uncomfortable, but it is important for building healthy financial habits and relationships. It involves becoming comfortable with discussing financial goals, concerns, and strategies with loved ones and financial professionals. Practicing open and honest communication, setting boundaries, and establishing shared goals can help make these conversations easier.

  • Managing money involves developing a command of financial tools and plans, reflecting on and reframing beliefs and attitudes about money, and managing stress related to money. Key money relationships include those with dependents, children, parents, and loved ones.

    Managing money also involves earning it, sharing it, creating budgets, and tackling tough situations such as death, divorce, and illness.

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