Wealth is more than money
True wealth comes when you have time to enjoy everything you’ve worked for. It’s found in the flexibility to design and live your life in alignment with your values and your dreams.
Spark Financial Advisors works hard to build a foundation for your wealth:
Life Planning Process
Tax-Savvy Saving & Investing
Fiduciary advice puts you first
Build financial confidence
Stick to your plan
More than a Fee-Only Financial Planner
At Spark Financial Advisors we blend Fee-Only financial advice with life planning. Our holistic look helps your future come into sharp focus. Let’s work together to find creative ways to achieve your goals and solve problems.
Let’s Talk – Let’s Plan – Let’s Build!
Every plan begins with a get-to-know-you conversation.
Spark Financial Advisors is a fee-only, independent financial advisory firm in Richmond and Williamsburg, Virginia.
Everyone deserves financial guidance to live their best life.
We help you make financial decisions with confidence.
Certified Financial Planner™
Certified Investment Management Analyst™
With over 15 years in the financial services industry working for U.S. Trust (Bank of America’s Private Bank) and as a Fee-Only financial planner I’ve fielded a lot of questions. My favorite is, “How do I know I’m doing the right thing with my money?”
I get it. Most of us weren’t taught about personal finance in school or at home. Now things are getting more complex. You have a high income and you want to make the most of it. You could spend all night Googling your questions, but really, how do you sift through all of that information to come up with the right strategy for you?
Building strategies for myself (and now for my clients) gives me the certainty I need to make crucial decisions about saving for retirement and college, improving my business, reducing our taxes, and knowing where and how to invest our money.
The best part of my job is getting to know what my clients cherish, collaboratively building a solid financial plan that supports your best life, and seeing it put into place. It is truly an honor to walk with my clients on their financial journey.
What’s your big dream?
Let’s talk about how to get there.
- Fee-Only Certified Financial Planner™ and CIMA working in Williamsburg, VA and Richmond, VA
- 15 years of Financial Industry Experience, including US Trust
- Financial Blogger
- Mom of 3
- Home chef
- Creative Thinker
YOU’LL FIND ME
- Nerding out over financial planning articles
- Hosting a mom ‘n kids dance party
- Out in the garden