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Life Planning

Complimentary Coaching Services

Many financial firms focus only on your money, but wealth is about more than numbers—it’s about living a fulfilling, balanced life. That’s why we’ve partnered with Tresa Leftenant, a Certified Life Coach, through Reinventing Her to help integrate your financial well-being with the physical, emotional, spiritual and mental aspects of a truly wealthy life.

Loss of a Spouse or Divorce

Loss of a Spouse or Divorce

How do I rebuild my life and move forward with confidence when the future I planned has changed?

Establishing Your Legacy

Establishing Your Legacy

What do I want my life to stand for—and how do I intentionally bring that vision to life?

Planning for Retirement

Planning for Retirement

Who will I be beyond my career—and how do I design a next chapter filled with purpose and meaning?

Career Change or Starting a Business

Career Change or Starting a Business

Utilize powerful knowledge to start and maintain a business.

HFMG + Reinventing Her

We offer life coaching to help you create the life you truly want to be living. All of our clients receive complimentary access to life coaching, supporting each family member in ways that lead to better financial and personal outcomes. Understanding your "why" for saving is just the beginning; we’re here to help you achieve your goals, turning numbers into a meaningful, purpose-driven life.

Get Access to Life PLanning Services
Tresa D Leftenant,<br/>Evolution Coach, Reinventing Her

Tresa D Leftenant,
Evolution Coach, Reinventing Her

With 40+ years in financial services and experience running her own wealth management practice, Tresa can help you navigate major life transitions—retirement, career changes, relationship shifts and “what’s next” questions. Through one-on-one coaching, she creates a space for you to explore what a meaningful, fulfilling life looks like—not just financially, but in every dimension.

we're here for you!

We believe people remember how we made them feel more than what we did, and we prioritize this principle. Let us empower you to take control of your financial freedom!

contact us today!