Hi, I'm Leah.

My Story

Some people are drawn to the client side of this work, but I was always drawn to the plan itself. I'm detailed by nature and love figuring out how all the pieces fit. Every plan is like solving a puzzle, and I genuinely enjoy it! 

I earned my degree in financial planning before launching straight into my career, earning my CFP® designation and spending years working within RIAs. I've built plans for advisors like you across the widest range of clients and tech stacks you could imagine. Growth isn't linear, and oftentimes advisors reach their capacity ceiling before they even realize they are getting close.

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That's the problem I stepped into this space to solve. I partner with fee-only advisors so they can reclaim their time, whether that means scaling to the next level, spending more time in front of clients, or stepping back for family. I'm here to be a planning partner you can trust to get it right without a lot of hand-holding.

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I'm Kentucky-raised but now live in the Georgia Lowcountry with my husband and our daughter. When I'm not behind the computer, you can find me navigating mom life, cooking a new recipe, attempting to garden, or soaking up the sun.

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Software:

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• eMoney

• RightCapital

• Holistiplan

Compensation methods:

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• Flat fee (retainer or project-based)

Professional designations: 

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• CFP®