Sustainable habits, real results

Our Focus is Your Financial Well-being

Let's talk about your

Services

Together we develop plans that organize your finances, prioritize your goals, and optimize your progress, so everything is working in concert toward building your financial well-being.

Meet the Team

Sean Fletcher

CFP®, AIF®

Founder, Partner, and Financial Planner

Read Bio

Holly Gillian Kindel

CFP®, CLU®, FFC®, FBS®, CPCC®

Financial Planner

Read Bio

Eric Joynt

CFP®, ChFC®, CLU®, RICP®

Financial Planner

Read Bio
Smiling Office Manager headshot

Jiliane Patriarca

Paraplanner and Operations Manager

Read Bio

Leighanne “Lee” Marcum

Administrative Assistant

Read Bio

Get in touch for a consultation.