Transforming the Financial Lives of Vermonters

The  Big Secret to Financial Success

 There isn't one.  Money doesn't have to be all that complicated. But in our experience, true financial freedom isn't as much about dollars and cents as it is about knowing what's important to you and aligning the way you make and manage your money with your values, passions and life purposes. 

Financial strength, peace and money-ease can't be sustained with only a budget.  It starts with looking at your life habits and discovering what propels you to save, spend or invest.

We all have a relationship to our money.   

Are you ready to connect the dots?  We begin where you are.

 Unleash the fuel for your journey to financial strength, calmness and a powerful life.

Our mission is to engage, equip, and empower every Vermonter to make the best economic decisions to live their
richest possible life.



Let's start transforming your financial life together!