RELATIONAL FINANCIAL PLANNING
Building healthy relationships with money
and financial plans that are designed to help make dreams possible.
SEE YOUR NEW FINANCIAL REALITY
We help you clarify the desires you have for your life, organize your finances, and build scenarios so strategies become clear and easy to implement.
DREAM
Your hopes for your financial future
VISION
A focus on your unique goals
PLAN
Actionable steps that make it all feel easy
EASE. CONFIDENCE. CREDENTIALS.
When you're working with an experienced financial professional, you know you're getting someone well versed, trained and knowledgeable. Someone who keeps up with the industry and understands how to apply this information to your personal situation.
HI, I'M ROYA.
And when you work with my team, you get something different: we help you feel more confident about your money decisions. And we're focused on saving you time by taking work off your plate.
