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WHAT SETS US APART?
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We help members of historically marginalized communities live their most abundant lives.
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We focus on financial and well-being legacies for you and generations to come.
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We are dedicated to providing personalized services, based on your values and goals.
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Our COO and lead coach is a Licensed Clinical Psychologist and Certified Financial Therapist Level I™ who has years of experience in mental health and behavioral modification.
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Our CEO and financial planner is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, and an independent fiduciary advisor.
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We are a virtual company and you can conduct sessions with us from the comfort of your home!
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