I’m a Behavioral Financial Advisor specializing in Holistic Financial Planning. Bridging Passion, Purpose, and Legacy
WHY… To transform how people think, feel, and talk about money, so that they can break old financial patterns and confidently build a meaningful legacy. Focusing on human behavior, so that people of all generations can conquer financial anxiety and design lives of true personal freedom. You get to choose your financial legacy.
HOW… Create a values-based financial plan to help you stay on track and reach your individual goals.
WHAT… My goal is to be a resource to help clients navigate any question that comes up that has a dollar sign in it. That was not modeled for me, and I want to help people break that cycle.
My Journey
Originally from New England, I’ve lived in 8 states, and done everything from Business Development to restaurant consulting, to coaching snowboarding. My work life has always revolved around service and human connection. I joined FGP because I wanted a firm that aligned with my values and energy. Who says you have to be stuffy to offer sage advice? Financial guidance should be approachable, empowering, and fun!
Beyond the Desk
I stay deeply involved in my community through volunteerism and philanthropy. I am an ambassador for Tech for Troops and serve on leadership committees with the Junior League of Richmond as well as Impact100. For fun, you can usually find me on the Keswick golf course with my husband, with my nose in a book (I’m currently in three book clubs!), experimenting in the kitchen, exercising outdoors whenever the weather allows (golf counts, right??) and spending quality time with my nieces.
Who Rachel Works With
Rachel works with service members, military families, nonprofit organizations, and members of the LGBTQ+ community, providing personalized financial guidance built around each client’s unique goals, experiences, and priorities. She understands that different careers, families, and communities can come with distinct financial considerations, and she focuses on creating strategies that reflect the individual rather than taking a one-size-fits-all approach.
Areas of Service
Rachel serves clients throughout Virginia, Tennessee, South Carolina, and Florida, helping individuals and families navigate financial decisions with greater clarity and confidence. Whether working with military families planning for their future, nonprofit professionals and organizations, or LGBTQ+ individuals and families seeking financial guidance that reflects their goals, Rachel is committed to building trusted relationships and personalized financial strategies designed for the road ahead.
