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Happy Women

Your future
is worth planning for.™


Get ready to feel the love! 
It's not just about the Benjamins, Baby!
It's about the warm fuzzies, too.

Our feelings about money can make or break our financial plans. It's time we start giving our emotions a seat at the table when we're crunching those numbers. The Heart of Finance builds a positive relationship between your emotions and money.  

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Our Philosophy 

We believe true financial wellness stems from a balanced integration of rational analysis and emotional intelligence. By leveraging the Wise Mind approach, we help you learn how to make financial decisions that are both logically sound and emotionally fulfilling. 

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© 2023 The Heart of Finance. All rights reserved.

 

™ All trademarks, service marks, trade names, logos, and brand identities (collectively "Marks") used herein are the property of The Heart of Finance, whether or not they are registered. These Marks may not be reproduced, copied, imitated, or used in whole or in part without the prior written consent of the trademark owner. The Heart of Finance actively protects its intellectual property rights to the fullest extent permitted by law. Unauthorized use of our trademarks may constitute trademark infringement and could result in legal action.

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Securities offered through LPL financial, member FINRA/SIPC. Investment advice offered through Gateway Wealth Partners, a Registered Investment Advisor. Gateway Financial Partners and Gateway Wealth Partners are separate entities from LPL Financial. 

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The opinions voiced by The Heart of Finance in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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