Make smart financial choices to protect your family, your estate, and your financial legacy.


Imagine what it would be like if you could make a far bigger impact with your wealth

Mindful Money Management makes that happen when you spend, invest, and donate to create a better world

Program Offering

Learn how to create a better world by the way you spend, invest and donate.
Create an estate plan that supports generations to come.
Protect your protégé and leave a legacy of peace, love and shared values.

Your Money Your Impact

Connect with your values and design a financial plan that leaves a lasting legacy
By Lynn L Whetham

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