Heart Strong Wealth Planning was created to take the stuffy out of finance and to assist in connecting the use and investment of money with the creation and support of a fulfilled life. Too often the relationship with money and with an investment plan is at arms length, instead of being integrated holistically with how we live our lives. That’s what the money is there for after all, to support and enrich current and future plans in life.
ABOUT MEREDITH
I have a two-fold mission, both of which fuel me equally: Helping investors align with their values with socially responsible investing and educating and empowering women to step up and take charge of their money. I believe that building a solid financial foundation and directing this from a place of value and confidence makes a difference in our lives and in our communities.
I love working with individuals who need help in managing their money and building a financial plan and who want to work with someone who is heart aligned with their interests and their dreams. Living life fully supported by the wealth you create, is what allows you to flourish.
PUTTING YOUR INTERESTS FIRST
I am a fee based investment advisor and fiduciary. What does that mean and why should you care? Well, the truth is, ethically you would always expect your Financial Advisor to put your interests above all else. For me, this goes without saying, integrity is the foundation of my practice. Fiduciary simply means that I am legally held to that ethical standard. I am also an independent advisor which means that I am not obliged to promote any specific product or investment solution to support your objectives.