At Amethyst Wealth Planning®, we understand that talking about money can be a difficult topic.

Many people have never discussed their relationship to money, and how family circumstances created their attitudes and beliefs about wealth. Our money memories from childhood inform our financial behaviors as adults and it’s important to bring them into the light to make change. We identify your current beliefs that no longer serve you and help you create a new narrative.

We offer a reassuring and safe environment for our clients to explore these topics, and encourage them to create new beliefs and habits that support their hopes and dreams. Our goal is to offer advice, support, and guidance on a financial path forward.

Fee-Based Financial Planning: We offer a multifaceted approach that unites the art and science of financial planning, the psychology of money, and upleveling your money mindset.

Wealth Management: We work with you to design and manage portfolios in alignment with your values, time horizons for your specific goals, and your capacity for risk.

Risk Management: Insurance is designed to help protect who and what is most important to you. We offer solutions to help aid in wealth protection and wealth transfer for future generations.

Legacy Planning: We help create tax-efficient strategies to leave a financial legacy. We facilitate intergenerational conversations about wealth and stewardship.

Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.