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Financial Planning
We provide a collaborative and comprehensive engagement that helps clients maximize their potential for achieving life goals through financial advice that integrates relevant elements of their personal and financial circumstances.
Financial Coaching
Financial coaching is the foundation that supports lasting transformation. We help clients build confidence, clarity, and intention around their money decisions by addressing beliefs, habits, and emotional patterns that may be holding them back.
Education
Empowered choices start with clear understanding. Our financial education offerings simplify complex topics and provide values-based guidance to help clients make confident, informed decisions.
Partnership
We’re expanding our impact by welcoming other CERTIFIED
FINANCIAL PLANNER™ professionals into our Financial Consulting as a Service (FCaaS) platform.
Meet Your Financial Planners...
Tia Collier, CFP® and Leida Rountree, CFP® bring more than 20 years each of experience in financial services, along with a shared vision to transform the way financial planning is done. Blending mindfulness, behavioral insights, and deep technical expertise, they guide individuals and families to align their finances with their values, purpose, and long-term wellbeing. Through their innovative FCaaS platform, they are redefining financial care by making it more personal, intentional, and empowering.
Tia Collier
Success Stories
Ronda Keni, MN
2 Weeks Ago
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Liat Tortal, NJ
2 Months Ago
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John Traves, ON
1 Months Ago
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Ready to Discover?
Contact Us to Begin Transforming Your Finances