Getting the best financial wellness tools means making choices that allow you to enjoy life and work.
We love collaborating with psychotherapists because of how you care for our communities' mental and emotional wellness.
Our Purpose
We help ambitious psychotherapists build sustainable, profitable businesses through our financial wellness solutions so you get the supportive care you need while helping your clients.
Community
Running a business is lonely at times. We're at our best in a supportive community.
Collaboration
Building long-lasting relationship is our motto, so you have a place to be yourself.
Intentional direction
Continuous learning is exciting to us. Creating the space to realize our action begins with direction and is powered with intention. We appreciate living in the moment while looking ahead with our short-term and future goals.
Transparency
Our foundation is built on open communication that fosters trust. We focus on the "whys" before the "hows."
Protection
We care about our client's well-being. We're on your side at each stage of your journey.
Having fun
We enjoy running our business through work-life harmonization. We want the same for you!

I’m passionate about helping business owners and believe education is one of the biggest factors in financial success for businesses and individuals. I do this by providing financial wellness tools to educate my clients on their business and personal finances while providing insightful advice that enables them to make informed decisions.
I’m excited to CHANGE that with you!
My Massachusetts CPA license allows me to practice in all 50 states and U.S. territories. I’m an active member of the following professional organizations





