Plentyism (noun):

Plentyism is the ritual of consciously connecting one's soul purpose to their resources. It is the art and science of fulfilling soul desires. This allows people of all wealth levels to examine their resources and move from unease to a place of self-love and self-care. Rather than hoarding wealth, one begins to allocate resources to the things they value and want to see more of in life.


Photo by Joe Forlenza

Photo by Joe Forlenza

Financial Planning

Our approach expands beyond the basics of budgeting and cash flow. We strive to ensure your resources align with what matters the most to you. From there, we co-create an inspired plan to align your material world to your soul's calling.

 
Photo by Johanna Huber

Photo by Johanna Huber

Retirement planning

Our intent is to create Plenty for your future through Retirement Planning by helping you uncover, identify, and develop your goals. You will define your future wants, and we will establish a soulistic approach to help you realize them.

 
Photo by Joshua Kartarges

estate planning

Our Estate Planning services can aid you in building a legacy that truly reflects that which you value. We can also assist you in the creation of a philanthropic strategy to support what your soul wants to see more of in the world.

 
Photo by Quentin Ray

Photo by Quentin Ray

PLENTYISM PRACTICE

We want our clients to push past just reaching their goals. Through the practice of Plentyism, we aim to consciously bring them to a place where they feel they have “more than enough.”

 
 

Header Photo by Kriti