Rachel Lawrence, CFP^®

Reverie Wealth can help you bring your money visions to life. We use time-tested systems and multiple types of coaching to help you move dreams from reverie to reality. We know that no two people have the same financial goals, day-to-day habits, and core values, so we’ll help you find solutions that work in your real life and are in alignment with your values - not someone else’s. We work with women and their allies in the building phase of life. Our clients are ambitious and passionate, but know when enough is enough. Meaningful work, travel, responsible investments, and community are often priorities for our clients as they seek to make a difference in the world. They want to be more inclusive, intersectional feminists and humans who are always learning and growing…and sometimes they don’t feel confident when looking at the numbers, so they ask for help!

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Retirement, Life Planning, Starting a Family, Nontraditional Households, Women's Finances