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1600 Fulton Avenue
Suite 140
Charlotte, NC 28205
Phone:
  • Office| 980-272-5838
Fax:
  • 704-912-4210

What Makes Us Different

We understand that everyone's situation is different. Our financial consulting services are designed to meet you where you are, and to coach you along the course of your financial journey.

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Events

Get a better feel for what we do by attending an event. We offer informational seminars, lunchtime yoga and evening happy hours. There's something for everyone and all are welcome.

Event details and registration

Private Events

Are you a small group or corporation wanting to learn more in a closed group setting? Book Dawn as a speaker for private functions.

Book Dawn as a speaker

 

What is financial planning?  Is it spreadsheets and data points, future values and growth projections? 

Partly.  But that’s the boring background stuff for me to worry about.  For YOU, financial planning is about how to better use your two greatest resources (your time and your money) to maximize your two greatest assets, (your health and your happiness).

Perhaps it's time to reframe what you think about money, how you feel about money and how you use your money.  Do your savings and spending reflect what is important to you? Are you focused on your now at the expense of your long term?  Or is the reverse happening?

Maybe what you need in a financial advisor isn’t just a portfolio manager.  Maybe you need someone more like a financial trainer.  Someone who is going to go beyond allocations and stock picking.  Someone who can tie your money to the other areas of your life.  Your money doesn’t just affect your wealth, it affects your home, your health and it definitely affects your happiness.  So maybe money can’t buy happiness, but it sure can buy some stress and UNhappiness if it’s not managed well. 

Stop fighting about money, stressing about money and wasting your money.  I can help you get a grip on both your money and your time.  Controlling these two resources, can dramatically improve the things that really matter— Your health, your relationships, your happiness.

Take Control.  Plan Now.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck