Our Vision
Personalized Planning
Financial Security
People-Focused
At Athena Plans, we believe financial planning should integrate with your whole life—not exist in isolation.
Our approach blends traditional financial expertise with wellness principles and career strategy to create truly personalized guidance for professionals navigating life's most demanding years.
The Athena Difference
Bespoke Holistic Financial Plans
The Challenge
Today's financial landscape offers two extremes: generic advice that ignores your unique circumstances or private wealth management that's inaccessible to most. Meanwhile, you're juggling:
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Career advancement and potential transitions
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Supporting children's education and development
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Caring for aging parents
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Planning for your own future
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Maintaining personal health and wellbeing
Generic financial advice simply doesn't address this complexity.
The Athena Difference
Athena Plans bridges this gap with bespoke financial guidance that considers your complete life picture. We integrate:
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Sophisticated financial planning without the asset minimums
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Money mindset coaching to overcome limiting beliefs
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Wellness and career considerations that impact your financial decisions
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Unbiased recommendations free from product commissions
The result? A clear financial roadmap aligned with your values and goals—delivered with efficiency and personal attention.
Trustworthiness
Respect
Wellness
Innovation
Financial Health
Holistic
What We Offer
1 on 1 Money Chat
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Connect with our experts to create & refine your financial goals in a premier wealth session
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Start with a stress-free conversation about your situation
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Needs based analysis ensures sessions are run efficiently
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Get our unique questionnaire which will build the foundation to your financial plan
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Quarterly strategy reviews available
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Build confidence in your ability to do the things you love
Personal Financial
Plan
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We narrow down your goals to solve for your top three needs
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Comprehensive Financial Plan for you to follow with any financial services provider or by yourself
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Personal touch combined with AI services offer high level planning at lower cost
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Scenario planning for major life/career changes
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Solve your major financial needs and set up a roadmap for future plans
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Quarterly strategy reviews included for the next year
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Have comfort in your present & future growth
Elite Financial Planning Program
Get ready to unlock a whole new level of financial freedom! Using our WELL money mindset framework we will uncover and eliminate your financial obstacles, amplify your aspirations and craft a personalized strategy for your financial independence.
Elite planning takes our regular planning and amplifies the intensity with check ins every few weeks.
Ready to transform your relationship with money and get excited as your net worth grows? We are excited to be on the journey with you!
Money Mindset
Setting you up for success
We specialize in Money Mindset coaching to help you build the foundation for a solid financial future.
What good is a financial plan if you are not prepared on how to use it?
Testimonials
“With a quick face to face consultation, I was able to give the team at Athena Plans the information required to build my plan. Within two weeks I was able to put myself at ease with regards to my retirement plans. I should have done this sooner!”
Shiela J.
Teacher (almost retired)
“After my divorce I was left with some capital but I felt like a small boat cast adrift in a vast sea. Dana was able to listen to my needs and help me understand how I should structure my financial life going forward. Still some stormy seas ahead but at least I have my hand on the tiller.”
Erin B.
Starting a new chapter
“With young children and aging parents, me and my spouse feel like a thin noodle being pulled in two directions. The Athena 360 plan gave us the clarity we urgently needed to help us make short and long-term decisions.”
Clarissa & Larry
Lawyer & Contractor
Let’s Talk Planning
Contact us for any questions or inquiries — we’ve got your needs covered!