Our Financial Philosophy
Building lasting relationships through honest financial guidance.
Our Story
Searching through countless big bank websites over the years, you will find they all say the same thing. Something along the lines of:
"We put your family first. We're committed to making your life more complete. Making money make sense—it's who we are."
"We have purpose, vision, and values."
Seriously? Were those things ever in question? You can't run a financial company without doing each and every one of those things.
Why Rabbit Hill Financial is Different
We built this company out of frustration—because people couldn't find a place to get real money coaching, not just investment advice. Don't get me wrong, investments are exciting and we're great at them, but that's not all we do.
Bridging the Gap
Want to grab a group of women for a night of wine, cheese, and learning how to invest—together or on your own? Or maybe round up a bunch of students to finally learn how to "do" money? Schools aren't teaching it, and that's why so many 20- to 35-year-olds are struggling to figure it out. There's a GAP!
That's where we come in. We're here with one-on-one money therapy for all ages, money education, investment education, and practical solutions for just about anything to do with money. After 25+ years in the industry, my heart is all about helping people get the money smarts they need to feel confident and in control.
"Therapy for your wallet… and your peace of mind."
