About Us

We’ll help you plan for your future so you'll have the confidence and security to live the life of your dreams.

Life doesn’t always go according to plan — but your finances can.

At Intentional Wealth Partners, we’re your financial partner — like a financial doctor for your money. We help identify what’s working, what needs attention, and create a plan that supports your overall well-being. Whether you're rebuilding after divorce, blending families, or managing financial decisions on your own for the first time, we’re with you every step of the way.

And we don’t do it alone. We collaborate with CPAs, estate attorneys, insurance professionals, and other trusted advisors to make sure your entire financial life is aligned — so nothing slips through the cracks.

You don’t have to figure it all out on your own. We’re here to simplify the process, save you time, and help you move forward with clarity, structure, and peace of mind.

Find Security in the Transition

New chapters come with new questions.

What does financial security look like now?

Will everything really be okay?

You don’t have to answer those questions alone. As your financial partner we help you sort through the uncertainty and create a plan that actually fits your life.

From shifting family dynamics to changes in income, assets, or roles, we understand how overwhelming transitions can be. That’s why we offer more than just numbers on a spreadsheet. We bring calm, thoughtful guidance and real steps you can take today — so you can stop second-guessing and start moving forward with clarity and confidence.

Let Us Handle the Hard Part

When life changes, your finances can feel like one more thing to manage — and you’re already managing a lot.

That’s where we come in.

Just like you go to a doctor when something feels off, you can come to us when your financial life needs care. We take things off your plate, help you sort through what matters, and create a plan that brings relief, not more stress.

Your future might look different than you expected — but it can still be secure, fulfilling, and completely your own.

Meet Your Trusted Team

Financial guidance is personal — and your advisor should be someone you trust to take things off your plate.

When life shifts, so do your financial responsibilities. And when you’re overwhelmed or unsure where to start, you deserve more than generic advice — you deserve a team that truly gets it.

At Intentional Wealth Partners, we’re here to help carry the weight. You can hand things over to us with confidence, knowing we’ll help you make smart decisions and stay organized — so you can focus on everything else.

Get to know the people who will walk with you, plan with you, and help you move forward with clarity and peace of mind.