where my path meets your plan
I grew up in a rural, Oregon Coast community surrounded by wild places that shaped my respect for nature and taught me the power of reciprocity – the idea that we all have a role in giving back to what sustains us.
Those roots led me to the nonprofit world, where I helped people gain access to resources, build financial literacy and feel more in control of their future. I saw firsthand how empowering financial knowledge can be, and how the right guidance can open doors to a more fulfilling life.
Now, as a CERTIFIED FINANCIAL PLANNERTM, I weave that same spirit of care into my work with clients. Through sustainable and responsible investing and purpose-driven financial planning, I help clients make thoughtful, strategic decisions that support their personal goals and reflect the impact they want to have in the world.
When I’m not working with clients, you’ll find me backpacking in the mountains, planning my next trip abroad or digging in my garden.
i am invested in you.
I give back the trust you place in me with thoughtful, reliable guidance. Here’s what you can expect when you work with me.
Fiduciary first. I put your interests ahead of everything else - always.
Fee-only. I never receive commissions for the advice or products I recommend.
Holistic and human-centered. Your life is more than numbers and your money story is a key part of your plan. I consider your values, goals and lived realities.
Clarifying. I explain the “why” behind my recommendations so you can make confident, informed decisions.
Proactive. I keep you informed before you need to ask.
Collaborative.
With you, to help you articulate your goals and create an actionable plan.
With your trusted advisors (accountants, lawyers, insurance professionals), to streamline the strategies and your to-do lists.
With seasoned portfolio managers to develop and maintain an investment plan tailored to your tolerance for risk, lifetime and legacy goals, and values.
Secure. Your personal and financial information is carefully safeguarded.
“The best part of my job is helping people connect their money to a meaningful life.”
-Megan Buchanan, Founder and CFP®