Who we are

Cedar & Stone Consulting was born from a simple but powerful belief: finance should feel personal. As the world changes, more people are craving financial guidance rooted in trust, connection, and real understanding. We’re here to meet that need—offering conversations around money that are approachable, empowering, and grounded in what matters most to you.

We believe financial planning is about more than numbers—it’s about building a life that reflects your values and secures your future. Inspired by the strength of cedar and the timelessness of stone, our mission is to create holistic, personalized strategies that empower you to take control of your financial journey with confidence and clarity.

Rooted in a deep commitment to community and connection, we prioritize understanding your unique story and tailoring strategies to fit your goals. At Cedar and Stone, it’s not just about wealth—it’s about creating a financial foundation that allows you to live fully, support those you love, and achieve lasting peace of mind.

Let’s build something enduring together.

financial wellness strategy,personal finance for beginners, legacy planning, legacy planning guidance, tax free retirement, financial planning, financial wellness, retirement planning, cedar and stone, holistic planning, budgeting, budgeting guidance