Set yourself up for success.

“I had recently lost my husband very suddenly and was in a state of complete overwhelm as I attempted to navigate my new and unwelcome financial responsibilities.

Heather made me feel seen, heard, and validated. She was able to disentangle all of the debilitating guilt I felt and help me move forward into my new reality.”

Peany Peake

“I have a much better understanding of the risks and rewards that are involved in managing my money. “

Henry HL

I’ve appreciated Heather’s approach, which combines her incredible body of financial knowledge with a friendly, accessible communication style.”

Charlene Dy

“Heather helped me learn key investment terminology, evaluate risk versus reward when making decisions, and begin to plan an investment strategy.”