Who We Help & How We Help
“To plant a garden is to believe in tomorrow.” - Audrey Hebpurn
Who We Help
Financial planning built around your life
We help individuals, families, and business owners create intentional financial strategies so they can focus on living the life they’ve worked hard to build.
Financial Literacy in Our Community
At Serenity Advising, we believe financial literacy is foundational to long-term confidence and opportunity, and we are deeply committed to strengthening our community through education. We are passionate about making financial concepts approachable and practical, empowering individuals and families to make informed decisions at every stage of life. As part of this commitment, we offer financial literacy presentations for local groups, organizations, and businesses, as well as host a community-focused book club designed to spark meaningful conversations around money, mindset, and personal growth. Our goal is to create welcoming spaces where people can learn, ask questions, and build the knowledge and confidence needed to take control of their financial future.
"Financial planning is bringing the future into the present so that you can do something about it now." - Alan Lakein
Clients
Individuals (20-55)
People who want a plan to put them on the path to eventually retire, DIY investors who don’t want to DIY anymore, professionals near burnout needing financial clarity as they evaluate “what’s next”, individuals changing jobs or transitioning careers, and people seeking financial guidance that aligns with their faith and values on stewardship.
Families (30–55)
Busy professionals balancing careers, children, and competing financial goals (college, home, retirement).
Pre-Retirees (50–65)
Individuals preparing for retirement who need clarity on income planning, Social Security timing, and portfolio alignment.
Retirees (65+)
Clients focused on sustainable income, tax efficiency, legacy planning, and preserving peace of mind.
Women navigating finances and milestones
Women, widows, divorcees, or women stepping into financial leadership who want guidance, education, and confidence.
Small Business Owners & Entrepreneurs
Clients needing coordination between business finances and personal wealth (tax strategy, retirement plans, exit planning).
Late-Starters / Catch-Up Planners
Individuals who feel “behind” and need a clear, judgment-free plan to move forward.
Multi-Generational Families
Families looking to coordinate wealth transfer, educate children, and build a lasting legacy.
How we help
We believe financial planning should feel calm, clear, and supportive. Our process helps you make confident decisions about your future.
Financial Planning
Preparing for the life you want to live. Holistic goal-based planning based on your values, family, lifestyle and objectives; including planning for retirement, social security, education funding, estate, and more.
Retirement & Life Transition Planning
Evaluating your options and moving forward to the next chapter with confidence.
Investment Strategy & Management
Thoughtful portfolios aligned with your goals.
Tax-aware Planning
Strategies designed to keep more of what you earn.
Family Wealth & Legacy Planning
Ensuring your plans extend beyond your lifetime.
Small Business Owners & Entrepreneurs
Clients needing coordination between business finances and personal wealth (tax strategy, retirement plans, exit planning).box-empty
Ready? Let’s Talk
If You Have Any Questions,
Feel Free to Contact Me
Whether you have a specific question or just want to see what working together could look like, I'm happy to chat. No strings attached.