Turn Your Complexity and Overwhelm into Clarity and Confidence
Collaborative Financial Planning that Educates & Inspires You
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Why People Come to FocusYOU
Our clients are generous, hard-working, relationship-focused people who believe in the power of connection and community to live their best lives.
They’re looking for a judgment-free environment to help them get organized, clarify their situation, and take control of their money.
We do our best work with collaborative women and families who want…
Guidance, education, and empowerment on their financial journey
Help to break through guilt and self-judgment around money
A lifelong partnership with a financial copilot who understands their values, aspirations, and relationships
Freedom to enjoy a generous life filled with friends, family, experiences, and joy
Does that sound like You?
We Built FocusYOU to
Empower and Inspire You to Create Abundance & Joy in your Life
Case Studies
How our clients turn Overwhelm and Complexity into Clarity and Confidence
Change Financial Anxiety Into Confidence
Jodie and Mike are approaching the finish line of their careers, but they aren’t on the same page about their finances or next steps.
Turn Stress Into Simplicity
Sara and Dave are ready to step away from their business and embrace relaxation but face the challenge of navigating complex income, assets, and properties.
Balance Aspirations With Supporting Family
Bettina is working toward a work-free life with big dreams while supporting her extended family.
How We Educate, Inspire, and Collaborate with YOU inside the No-Guilt Zone®
Start With Judgment-Free Listening
Our No-Guilt process starts with judgment-free listening to deeply understand your current situation, history with money, and aspirations for the future.
Center Your Life and Aspirations in Your Planning
Not all financial advice is equal. Our planning isn’t just about the numbers. Our process emphasizes a lifelong perspective and structures your finances to help you spend in a way where you’re comfortable and confident.
Get it Done
With your planning in place, we’ll put it into action. Our role is to become the copilot who asks the right questions, gives you the information you need, and empowers you to make decisions from a place of knowledge, wisdom, and confidence.
Get Financial Wisdom Straight From the No-Guilt Zone®
Ready for Judgment-Free Collaboration?
Step Into the No-Guilt Zone® and start a simple conversation.
