Heather Goddard, CFP^®

How do I help our clients Live a Richer Life®?
I have the privilege of helping our clients live richer lives by building meaningful, long-lasting relationships. I stand alongside them as they navigate life’s challenges and opportunities, and my goal as a personal CFO is to bring clarity, ease, and peace of mind to their financial decisions so they can focus on what matters most.

How do I align my time and money with my values and passions to Live a Richer Life®?
I Live a Richer Life® by approaching each day with optimism and being intentional about how I spend my time and money. My passions include spending quality time with the people I love, traveling and staying active. Traveling to new places expands my perspective and pushes me outside my comfort zone. I stay active by spending time outdoors – hiking, skiing, and teaching and taking fitness classes – which keeps me energized and grounded.