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About Us

As friends and colleagues Darci and Annie referred clients back and forth to each other for years, both feeling that their client needed the other’s tender support to get over a hump. But the thought kept creeping in…what if we were in the same room. What if clients got to work with both of us. And the first Women and Wealth Retreat was born. It was at this retreat that both Annie and Darci witnessed unbelievable transformation. When we created a space for both the heart healing and the finance education to co-mingle women came alive. They became empowered. They became clear. Walls broke down and therapeutic change ensued. 

What if your therapist and financial advisor were in the same room?
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Meet The Team

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