At Cedar and Stone Consulting, 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.
We specialize in breaking down complex financial concepts—like life insurance, retirement accounts, investing, and legacy planning—into manageable, relatable steps. Whether you’re starting from scratch, navigating life transitions, or planning your legacy, we’re here to provide compassionate guidance, practical tools, and a clear path forward.
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.
