Hi There!
I’m Rachel, and I help people just like you establish an airtight legacy that will span generations… both financially and relationally.
Since 2012, my team and I have been blessed to be able to help thousands of men and women go from being anxious, confused, and lost to having confidence, surety, and stronger relationships with their spouses and children.
I understand the worries you’re having right now, because I’ve been there too.
After working as a financial planner for high net worth families for so many years, it was the traumatic birth of my second child that snapped me into focus.
In short, I underwent emergency surgery after life-threatening complications during labor. The doctors were not sure I would make it, and my husband spent the first night of our precious baby’s life wondering how he would manage with me gone.
After my unexpected survival (thanks be to God!) and arduous recovery, I carried one primary thought with me:
What would have happened to my husband if I’d died? What would have happened to my girls?
A scary, unknown future sprawled before me, filling me with fear and worries about how my family’s future could have been devastated in so many ways by this one single loss – me.
Now my work has shifted to focus not just on the legal and financial aspects of wealth planning… but on the entire family system and how to become the best possible steward of these souls and their future…
Not just of wealth, but of the hearts and character of my family.
Today, I’d like to invite you to do the same.