Home | Amanda Janssen, CFP®, CPFA®, BFA™

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.

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A Value-Based Investment Firm

Faith. Family. Health. Integrity. Loyalty. We believe values matter, and we live by ours every day.

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Wealth Management, Tailored To You

Financial Strategy: It's In Our DNA

Empowering clients, especially women, to feel confident and in control of their financial futures is at the heart of what we do. We are passionate about education and strive to make financial planning an approachable, empowering process for everyone we work with. We believe that knowledge is the key to financial independence, and we're committed to helping clients gain the clarity they need to make informed decisions at every stage of life.

We are here to help you feel financially empowered, not just financially managed. Because we believe money isn't just about numbers - it's about freedom, security, and living a life that feels truly your own.

Ready for the next step? We can help.

Our Three-Step Process

Assess

Data-driven analysis is the foundation for everything we do.

Strategy

Individualized strategies ensure that your goals are always a priority.

Manage

Our comprehensive financial management means we're ready to address your every need.

Resource Center

Retirement

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Investment

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Estate

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Lifestyle

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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