Helping Women In STEMBuildWealth With IntentionAdvice Only Financial PlanningSee if we’re a good fit
Helping Women In
STEM BuildWealthWith IntentionAdvice Only Financial PlanningSee if we’re a good fit
With no asset minimums and no judgement, we’re here to help you navigate your financial dreams.
Does this sound like you?
Does this sound like you?

You have student loan debt, but want to buy a house and start investing.

You’ve heard of a 401k, a Roth IRA, and a brokerage account but you have no idea where to start investing.

You love what you do, but you’re looking to scale back or take a sabbatical.

You want to keep your career, but find more balance between raising a family and your work goals.

Your Financial Partner

Ditch the overwhelm and work with us to get control of your finances, map out your financial goals, and use your money intentionally to build a life that you love.

You’re highly analytical, comfortable with a spreadsheet, and really want to understand the “why” behind the financial advice. At Wealthy With Intention our goal is to provide knowledge and be your financial partner as you set the building blocks for your finances.

Learn more about our services

What is advice only financial planning?

Unlike traditional financial advisers, I don’t take control or manage your investment accounts on an ongoing basis. I’ll offer investment advice and support to implement my recommendations via screen sharing during a virtual meeting, but you will maintain 100% control over your accounts.

LET’S CHAT AND SEE IF WE ARE A GOOD FIT
Advisory services offered through Wealthy With Intention LLC, an investment adviser licensed with the state of Maine. Licensure does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where Wealthy With Intention LLC and its representatives are properly registered or licensed or exempt from registration or licensure.

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