saving, reducing your debt, balancing responsibility with fun, throw in a rental property and BOOM your kitchen table looks like your mailbox exploded, tax time is a nightmare and you aren't quite sure if anything is going in the right direction  

it's okay... I can help!

"Cut the clutter OPT IN"


Hi, I'm Meghan! I'm a mom, wife, friend, a CFP® (Certified Financial Planner) and Investment Property Advisor.

I help families and income property owners get their personal + investment property finances organized and make smart investment decisions by designing custom plans and tax strategies. 

This is me + my family  ♥ 

My husband Greg, our beautiful kiddos: Wesley, Josephine + Madelyn and Me with #4 - due to arrive in September 2018!

I might not have the interior design skills of Joanna Gains, but I have a family budget binder that is pinterest worthy + a head full of useful finance tips & tricks. For over a decade I have been working in the finance and investment industry helping people save for their big dreams (retirement, sending their kids to college, going on a beach vacation, etc). 

our first rental property renovation

This is a picture of an income property my husband and I bought as a 'Fixer Upper' (...are you noticing a trend here...). Going from renovation project, to landlord, to bookkeeper, to handyman has been an interesting experience.

I work with real estate investors, just like you, to make their rental properties profitable and position their investments for maximum wealth building. If tax season is like an overwhelming groundhog day where you promise yourself this year I'm going to keep on top of all this or you need to work with an advisor who better understands your needs [PS I would love to work with you].


3 Random things about me:

  1. HUGE Disney fan

  2. I've lived in Scotland and Australia

  3. I Sauna every Sunday



Other places (interviews + quotes) you can find me