Specialized financial planning for the people we know best
Financial planning is personal. Different seasons of life and leadership require different strategies, support, and expertise. We work with business owners, high-income executives, and nonprofit organizations navigating complex financial decisions with intention and clarity.
Women Navigating Wealth, Business & Life Transitions
Balancing growth, income, taxes, and real life — with planning that fits how you actually run your business.
Nonprofit Leaders & Organizations
Institutional investment oversight and values-aligned financial stewardship for nonprofits and foundations.
High-Income Executives & Realtors
Smart decisions with equity compensation, deferred comp, taxes, retirement, and complex finances.
Active in the communities we serve
Beyond client work, Whitney invests time in the faith, service, and professional communities that lift up women, business owners, and the next generation of leaders across the Twin Cities.
- Prayer VolunteerMinnesota Adult & Teen ChallengeJan 2023 – Present
- Worship LeaderTruth & Freedom ChurchJune 2022 – Present
- MentorTeamWomenJan 2026 – Present
- TeamWomen
- Financial Planning Association
- MSPBJ's Bizwomen Leadership Council
- Coalition9
Ready for clarity in your financial life?
Schedule a complimentary introductory conversation. We'll listen, ask good questions, and help you decide if we're the right fit.
Schedule a Conversation