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(805) 330-9680

Our Mission and Vision

Our mission is to connect with, empower and teach heart-centered individuals, families and business owners to lead happier healthier lives; 

to see their full potential with increased confidence in knowing that their financial goals and affairs are being well taken care of through the holistic planning we provide. We strive to improve our clients overall financial success, as well as health, happiness, and abundance in all areas of life; Mind, Body, Spirit and Money! 

Vision 

Our vision is to be your sole financial advisor, attending to the details of your financial life, legacy planning, and insurance needs. To partner with you to clarify your dreams, goals, and values and to help you pursue financial independence. To provide excellent service in such a way that you feel naturally inclined to refer your family and friends.

Happier, Healthier Lives and Financial Well Being. 

Our Process

Our Process

Ask us about our 3P Path to Abundance Strategy: Passion, Purpose & Planning

A Clients First Approach

A Clients First Approach

Your best interests will always come first and we will strive to consistently exceed the expectations set by YOU, our client. 

"I always look forward to our appointments and at the end I feel excited for my future."

"I’ve been working with Gaea for about 10 years, and I feel totally relaxed and at peace with her managing my portfolio. Working with Gaea and her expertise and vision , I feel I’m in a good position to ride out the storms of market volatility that may lie ahead. Getting to know Gaea has been very fun and organic, and she is so easy to connect with. I always look forward to our appointments and at the end I feel excited for my future. Thank you Gaea for all that you do."

- David T.

View more of what our clients are saying>

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