For faith-driven entrepreneurs & professionals who reject hustle culture.
Pursue meaningful financial growth over endless hustle.
Welcome!
You've found a place where financial planning is approachable, clear, and designed to support a life of presence & purpose—not compete with it.​
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Realm is for faith-driven entrepreneurs and professionals who reject hustle culture and choose meaningful growth instead. Together, we'll simplify complex financial decisions, align your money with your values, and build work that funds a life rich in joy and right-relationships.
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Whether you're building your business, supporting your family, or simply looking for clarity, your finances can reflect what matters most—and help you move forward with confidence and peace.
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Explore the site, and when you're ready to pursue intentional financial clarity and confidence, let's connect.
Realm's Guiding Values
These guiding values are the foundation of everything that we will do together at Realm. They inform each decision we will make and, hopefully, start to extend into every realm of your own life.
ABUNDANCE
Cultivate a worldview of abundance, committing to work creatively with our neighbors even when resources appear limited.
EMBRACE LIMITS
Acknowledge the limits of our time, energy, relationships, and finances - focusing on the essential first.
BECOME>ACHIEVE
Prioritize development over accomplishments—focusing on character, purpose, and progress that stays rooted in stewardship.
RIGHTEOUSNESS
Through just, honest, and faithful actions, commit to making financial decisions that reflect integrity and purpose.
Who We Serve:
Family-Focused Entrepreneurs
Builders of meaningful work and life
Family-Focused Entrepreneurs are living in a world where their business & family lives are intertwined. They’re not just running a business—they’re building something that reflects their values, strengthens their family, and creates a legacy.​​​​
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If this is you, you are likely:​
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An owner of 1 or more businesses
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In your 30s, 40s, or 50s
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Earning $150k–$300k+ in household income
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Wanting to prosper your business to optimize your financial goals - without it taking over your life.
Emerging Entrepreneurs
Visionaries finding their rhythm
Emerging Entrepreneurs are living in a world where their ambitions are coming to life, one step at a time. They're navigating uncertainty with starting their business and seeking clarity about most decisions.
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If this is you, you are likely:​
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An owner or aspiring owner of 1 or more businesses
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In your 30s or 40s
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Dealing with less predictable income, making planning and budgeting feel impossible
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Somewhat (or very) overwhelmed by taxes, retirement, and how to “do things right”.
Dual-Income Couples
Professionals seeking peace, presence, and purpose
Dual-Income Couples are navigating careers while juggling a busy life together. What they want most is space—space to breathe, dream, and to live generously. They want their finances to support their relationships, passions, & family.
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If this is you, you are likely:​
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In your 30s, 40s, or 50s.
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Earning $150k-$300k+ in household income
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Trying to align on financial goals like saving for retirement, paying off debt, etc.
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Balancing high incomes with high expenses.
Not sure where you fit?
You are welcome here!
Not everyone fits neatly into a category—and that’s okay! If you’re navigating life, work, and finances with intention, I'd love to help you find clarity and confidence and help you steward your resources wisely.​
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If this is you, you may be:​
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In a transitional phase—starting a new career, managing a life change, or rethinking your finances
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Preparing for retirement and looking to create a plan
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Recently divorced or widowed, looking to rebuild
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A young professional juggling student loans, savings, & career growth.
Types of Financial Services
Click through to learn more about some of the services provided at Realm.
Business Planning
Business planning is about creating a roadmap that connects your business goals with your personal dreams. l will help you align your strategy, streamline your finances, and make confident decisions that set you up for success—both professionally and personally.
Strategic Guidance: Support for starting, growing, or exiting your business with strategies that align with your goals.​​​​​​​​
Financial Integration: Streamline finances between your business & household to ensure harmony & efficiency.
Tax & Retirement Optimization: Collaborate with tax professionals & guide you in selecting a retirement plan that fits you.
Cash Flow & Financial Health: Assess cash flow trends, debt ratios, & financial structures to support strategic decisions.
Typical Financial Advisors
Focus on hitting quotas
Prioritizes selling things over solving problems.​​
Many advisors work under compensation models tied to commissions or sales quotas. Their advice can be biased by the need to sell financial products—insurance policies, mutual funds, or annuities.
Too many clients, not enough time
"Advice" that doesn't reflect your real goals.
Advisors who manage a high volume of clients often rely on templated solutions. Instead of digging deep into a client's unique goals and values, they default to cookie-cutter strategies and "rules of thumb."
Confusing financial jargon
Makes finances more confusing than it should be.
Finances can be intimidating, and some advisors lean into it—intentionally or not. It can create a power dynamic: the advisor seems like the “expert,” and the client walks away feeling confused.
"Oops, didn't see that coming"...
Short-sighted: fails to plan for tomorrow.
Many advisors focus on addressing immediate "needs"—like rolling over a 401(k) or setting up an IRA—without taking the time to see the big picture and anticipate future challenges or opportunities.
Realm Financial Advising
I work for you, not a product
I don't sell products. There, I said it.
My advice is 100% focused on what serves you. Your story, vision, values, and goals lead each conversation. Every recommendation I give has your best interests in mind, not a sales target.
Quality over quantity
In-depth advice, focused on your unique life.
Your life is one-of-a-kind, and your financial plan should be too. At Realm, we will co-create strategies that fit your goals, values, and vision—no pretend advice here.
Clarity is our love language
Simplicity = you feel confident & in control.
Let's simplify the complex. My goal is to empower you with clarity and confidence. Every step is explained in plain language, so you always feel in control of your financial journey.
Let's get a step ahead
Plan big picture: you aren't caught off guard.
We take a proactive approach to life and finances. Together, we aim to anticipate challenges and build a roadmap that evolves with you. Life has enough surprises of its own - why create more?
