Lexie Meyer

Most people get overwhelmed with their finances because they don’t have a strategy balancing saving, spending, and paying off debt that aligns with what they want out of life. They feel like they should be doing more with their money.

We help busy families that have careers, kids in activities, and countless other things going on. It’s often assumed this stuff is buttoned up because they are rockstars at home and work. However, they are so busy, that the finances are left on the back burner and the questions of 'how do we make it all work?' and 'is my family taken care of?' get put off. We design financial plans to simplify this area of life and strategies for saving, spending and paying off debt with the short-term and long-term implications in mind. We do this so families have peace and clarity to focus on  home and work-life balance.

We believe a financial plan should be unique and tailored to you—your life, family, priorities, and goals because what is important to your neighbor likely looks different from what's important to you.