Cassie’s aim is to help people lower the barriers they put up around conversations about money. For some people those are emotional–they’re embarrassed or ashamed. For others it might be financial–they don’t think they have enough money or means to make a change. Still, for others, it is about trust or they just don’t know where to start. We started our Financial Wellness Coaching Program to reach people where they’re at and without judgment.

Cassie loves to share what she’s learned over the 8 years serving clients with a wide range of complexity and working with our firm that has been established for over 20 years. She is dedicated to sharing financial wellness with people who normally don’t have access to good financial advice and make it easier for those who find it a challenging subject to address.