Wayfinder is a different kind of financial advisory firm.
Forget suit and tie, in and out, polished presentations. You don’t want a bandaid. You want holistic, strategic care over your financial health with a fee you can understand. That’s why I started Wayfinder Financial, a full-service financial advisory firm offering everything you might expect from a traditional advisor. And I go further. Think life coach meets wealth manager meets friend you text when you’re faced with a big decision. If that’s you right now, send me a text. No, really.
It looks like this
Set it, and forget it.
AS FEATURED IN
I work with a different kind of person.
Not everyone is a good fit for Wayfinder. And that’s okay. I work best with people looking for a deeper relationship with their advisor. Those willing to invite someone into their mess, and those who see money as a means to an end, not something to be idolized. Getting there takes work. The hard, roll up your sleeves kind of work. And that’s what we do – together.
This is how my clients work with me.
Text me before they decide to buy a car
Share their ‘expecting’ news before anyone
Invite me to their wedding
Meet me for coffee without an agenda
Seek encouragement in a tough season
Bring me ice cream when I have my tonsils taken out*
Seek my input on big life changes like career choices
Talk about all the things - money, religion, politics, mental health…
Invite me into their disagreements
Work with me to align spending with their values and goals
*Has happened. Actually, all of these have happened.