Liberate Your Finances.
Live your Life.

Human-first financial planning and coaching for your one-of-a-kind brain and big dreams.

HOLISTIC FINANCIAL PLANNING THAT SETS YOU FREE

WHO WE ARE

Make Your Money Work For You, Your Way

Whether you're building a business, leading with your heart, or just want to stop feeling like you’re behind on your money, this is trauma-informed financial planning that creates a safe place for you to thrive. Because when you approach your finances in a holistic, human-centered way, it’s easier to make progress toward your life goals.

I'm Allie, The Fun Financial Planner, and I founded Liberated Financial because visionaries like us deserve financial planning that actually works with our beautifully unique brains and busy lives, not against them.

Why Choose Liberated Financial

1

Judgment-free + Inclusive 

Come as you are. This is a safe, trauma-informed space that celebrates neuro-divergence — no judgment, just real help. You belong here.

2

Business + Personal Integration 

Cohesive strategy. We connect your business and personal finances to work toward shared goals including growth and exit planning.

3

Emotionally-Intelligent Coaching 

Emotions matter. We integrate the emotional side of money into your financial plan because emotions drive behavior, and behavior drives results.

4

Flat-Fee + Transparent 

No surprises, ever. Flat-fee pricing. No asset minimums. Just clarity.

5

Values-Aligned Finances

We intentionally align your finances with what matters most, so your money becomes a true reflection of you.

6

Quarterly Check-ins + Ongoing Support 

You’re not in this alone. We’re with you every step of the way, with structured meetings and in-between support.  We also update your plan regularly as life evolves.

7

Holistic Financial Planning

Whole life support. Money touches every part of your life, and we look at it all. Thorough, comprehensive, and personalized.

8

Independent & Woman-Owned 

100% independent. 100% woman-owned. A milestone reached by only ~800 women in the U.S..  We’re proud to be one of them.

We are selective about the kinds of clients we work with — we’re not for everyone. Find out if we’re a good fit for you.

Meet Allie

THE FUN FINANCIAL PLANNER WHO GETS IT

Here's the thing: I have a unicorn brain that's both deeply analytical and wildly creative. That means I can geek out over your P&L statements and tax strategies, and also help you figure out how to actualize that bucket list dream into tangible reality.

I became a financial planner because I was tired of the industry treating money like it exists in a vacuum, separate from your actual life, feelings, and dreams. Plot twist: Your emotions around money aren't the problem — they're fuel. And once we work with them instead of against them, everything becomes clearer. Nowadays I think of myself as a financial planner, coach, and therapist - all rolled into one.

Your finances should support your life, not the other way around. Let's make that happen.

WHAT WE DO

What Are You Looking For?

Choose Your Own Adventure (Or Let's Figure It Out Together)

"My financial life is growing quickly, my investments are scattered, and I know I could be making smarter decisions with my money."
→ You need comprehensive financial planning that connects all the dots and maximizes what you've got.

"I have money to invest but I'm paralyzed by all the options (and honestly kind of scared I'll mess it up)."
→ You need a reliable asset manager to relieve your anxiety and take care of your portfolio.  Rest easy while your money works for you.

"I need someone who understands both my business finances and personal goals — and how they actually work together."
→ You need a financial planner who can dive into your business finances like a fractional CFO to ensure your whole financial life is integrated.

"I just know I want to feel better about money and stop avoiding my financial life."
→ Let's start with a conversation and go from there.

What Our Clients Are Saying

  • "Now, I don’t just dream about what I want—I can actually make it happen."

    The progress I’ve made under her guidance has been incredible, and for the first time, I feel like I’ve truly stepped into financial security and independence. If you're looking for an advisor who is compassionate, comprehensive, and deeply invested in your success, I genuinely could not recommend Allie enough. She has completely transformed the way I approach my finances, and I’m so grateful for her unwavering support.

    – Brynne, 38, Therapist, Business Owner

  • "Allie was recommended to me through another financial friend who knew that she would provide high quality, trauma-informed, empathetic and personal support around finances."

    She has gone above and beyond.  I'm really grateful to have clarity around the state of my finances and action items to help support my short and long-term financial goals.

    – Carrie, 39, Ed.D, Educator

  • "Allie is an incredibly kind, insightful human. Her passion for helping people is palpable."

    I really appreciate her holistic approach to financial planning that focuses heavily on a person's emotions and relationship with money. If you're looking for a kind person to guide you into a healthy money mindset, she is the woman you're looking for.

    – Shelby, 37, Graphic Designer, Business Owner

*Testimonials provided by Liberated Financial clients. No compensation was paid for testimonials.

Ready to Liberate Your Finances?

Let's Have a Real Conversation About Your Money

No sales pitch. No judgment about where you are right now. No pretending you need to have it all figured out before we talk.

Just straight talk with someone who gets that your relationship with money is complicated, and that you deserve holistic financial planning that actually fits your real life.