Our Happiness Is Your Financial Confidence

Financial wellness is our goal for every client.

At Living Financial, we believe that health and financial wellness are key components to achieving a holistic, happy and secure life. The crossover between your financial well-being and overall health are undeniable. As a result, we are committed to providing an abundance of education to our clients to embrace a healthy lifestyle and help them build a reliable wealth plan.

While I am not affiliated to any medical titles, health is a topic near and dear to me. Following my daughter Kate’s diagnosis of rheumatoid arthritis, I have helped her not only in overcoming the many side effects associated with her medications, but also in reducing her intake of medication drugs from nine to one. Inspired by this journey, I prioritize the preventative approach in both the realms of finance and health. Working with the Living Financial group is to believe in the positive correlation that health is wealth, but also wealth is health.

While your health allows you to embrace your daily life to the fullest, your wealth is the source protecting you, allowing you to do what you love and rewarding you with an enduring legacy that lasts generations.

You deserve to achieve your full potential with financial peace of mind. To help you get there, we rely on our core values of accountability in managing your portfolio, consistency in striving towards your goals and empathetic leading in guiding you to form healthy habits.

We care about your happiness and your finances, and look forward to tailoring a plan that aligns with your goals.

Learn about the team who is passionate about your wellness