Welcome to Judgment-Free Financial Planning
Go from Overwhelmed to Empowered by turning your Complexity into Clarity
If you’re here, you’re probably thinking about the next phase of your life and looking for clarity about your next steps.
A few things we already know about you…
You work hard for what you have and want to make wise decisions with your money
You prioritize your relationships and believe in the power of connection and community to live your best life
You live generously and share with the people and causes you care about
Sometimes, you worry that you should be doing more to secure your future or feel anxious about past financial missteps
You’re dissatisfied with “traditional” financial advice that’s all about the numbers and want an empathetic approach that centers your life, values, and aspirations
Does any of that resonate with you?
If you’re looking for…
We might be a fit for you.
Step into the No-Guilt Zone® and start a simple conversation.
We’re looking for collaborative partnerships with women and families who want guidance, education, and empowerment on their journey
There are many advisors out there and we’re not interested in competing for numbers.
Instead, we seek to become the financial copilot to an intentional group of clients who share our desire for empowerment, education, and support in a judgment-free environment.
Meet the team
William Pitney
MBA, CFP®, CeFT®, CLU®Financial Planner and Copilot
Rosanne Arthur
Office Administrator
Deb Reyes
Director of Client Services
