Rachel Lawrence, CFP^®

Reverie Wealth can help you build a future you love. Get help with making money make sense for you. We’ll look at your specific goals, habits, and values to help you move your dreams from reverie to reality. You can rest easier knowing it’s all done with the lens of moving towards a more just and cared-for world. It's financial planning for those who want to make the world a better place. We work with progressive women and couples in the middle of their careers to balance priorities like income, family, travel, investing, and community - all while aligning with their values and making a positive difference in the world. They’re collaborative and curious people who want help making informed financial decisions as they navigate challenges.

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Startup, Retirement, Life Planning, Starting a Family, Nontraditional Households, Women's Finances