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Creative Strategy for Clarity, Comfort, and Confidence

 We Are Amethyst Wealth Planning®

Client Centered

We are a Psycho-Soulful Financial Planning firm. We believe creating clarity and vision for your finances is a meaningful practice. We believe tending your financial garden is a sacred act. Our mission is to create financial clarity, comfort, and confidence for our clients.

Who We Serve



You have devoted your years to meaningful work and nurturing your loved ones. It is now time for your next evolution; a life of ease, leisure, and leaving a legacy.  Do you want guidance on how to bring your vision to life?



You are a creative business owner with a growth mindset. You make money and want to maximize its impact. Are you ready for clarity, connection, and direction with your money?

LGBTQ+ Family

LGBTQ+ Family

You are a fabulous gay couple who has created a beautiful life. It is time to intentionally design the next phase of your journey. Do you want professional advice on how to financially fashion your future?

Curious To Know More?

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We Collaborate in Two Ways:

Financial Planning

Our goal is to unite the mathematics of Financial Planning with your human story. We co-create your desired vision and provide a road map and stepping stones to get there. We take you through a financial creative process called "My Abundant Life".

Foundation Planning

The foundation of any financial plan is built on risk management. We hold space for you to have courageous conversations and educate you on your options. We make recommendations and empower you to take action.

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