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622 Third Avenue, 9th Floor, New York, NY 10017

929-201-1989

Amethyst Wealth Planning®

Financial Planning with Heart & Soul

At Amethyst Wealth Planning®, we harmonize the art and science of financial planning, wealth building strategies, and the psychology of money.

We help our clients uncover their financial goals and offer a financial roadmap to achieve them.

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Who We Serve

Our team works with individuals and families who want solid advice, guidance, and accountability.

We offer clarity around their current financial landscape and help them craft a vision of their ideal future lifestyle. 

We develop a strategy designed to help support wealth-building efforts and long-term legacy planning.

Our clients are generous of spirit, growth-oriented, and value collaboration.

Independent Women

Independent Women

We advise alpha women who manage their own finances to help them gain more clarity and confidence. We help them embrace their affluence and have the greatest impact in their communities.

Affluent Couples

Affluent Couples

We support successful couples in being good stewards of wealth. We help them crystalize their objectives and offer strategies to align their money with meaningful goals and leaving a financial legacy.

LGBTQ Families

LGBTQ Families

We offer advisory services to assist queer couples growing their families through surrogacy. We help them navigate the additional costs of creating and raising their unique families.

How can I help?

Everyone’s financial situation is unique. I offer a complimentary introductory call to see how I can help you meet your goals. 

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Our Financial Planning Process

We offer a multi-faceted approach that incorporates the technical side of financial planning, growing your wealth, and the psychology of money. We believe tending your financial garden is a sacred art.

STEP

1

Envisioning

We dedicate focused time to understand what is important to you and co-create goals that are designed to help pursue your ideal abundant life.

STEP

2

Analysis of Current Plan

Our team analyzes your current financial landscape, identifying its strengths and opportunities for growth and efficiency.

STEP

3

Financial Roadmap

A written plan supported by RightCapital financial planning software.

Ready To Get Started?

Contact us today to see if we're a good fit to help you create prosperity and craft a legacy.

Let’s talk.

I’d love to learn more about you and your financial goals.

Let's Talk