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WE ARE MOTIVATED BY YOUR SUCCESS

What financial advice should be about… YOU. You come first.
We want you to feel good about your money. We’re on a mission to make you so financially strong your confidence will make others wonder what you’re up to.

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Becky Eason, CFP® | Amy Irvine, CFP® | Kate Welker, CFP®

OUR MISSION

Our team works virtually all over the U.S. helping clients nationwide.  This team of dedicated financial planners is focused on providing clients with holistic financial advice tailored specifically to the client’s individual goals and life’s dreams. Our mission is to celebrate, strategize, and consult with clients every step of the way on their wealth journey.

We want you to feel good about your money and we’re on a mission to make you so financially strong that your confidence will make others wonder what you’re up to.

We will not judge you; we create a safe space for you to discuss all your finances. Our goal is to provide you both financial planning and financial education.

No minimum assets required, because it’s not about the assets you currently have, it is about the life you want to build and the plan that will help you achieve those dreams!

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Comprehensive Financial Planning

Ready for a comprehensive deep-dive into your financial life? This service offers a long-term relationship with ongoing recurring services covering financial, investment and tax planning.

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What you get with this newsletter:

  • Asking for a Friend:  (Blog)

  • Upcoming Events

  • Podcasts (2 previous recorded)

  • Market Moment

  • Checklist of the Month

  • Rooted Planning Group Adventures