Bridging the Gap Between What You Know & What You Do
About
You know how to make money, but are you making it work for you? We help entrepreneurs and executives, like you, take control of your wealth, well-being, and future—without adding more to your plate.
Our Approach:
We combine AI-powered financial planning with human behavioral insights to create actionable, personalized strategies that stick.
Why Work with Athena Plans?
-
Finance Meets Psychology: Expertise in financial planning, behavioral change, and leadership coaching
-
Wellness meets your wallet: We are personal training, nutrition and behavioral change specialists
-
AI + Human Insights: Smart tech solutions with real-world accountability
-
Results-Driven: Proven methods for lasting financial and lifestyle transformation
We know first hand, the challenges of balancing career success, family responsibilities, and personal goals. That’s why made it our mission to help people like you create financial freedom and a life you love—without burnout.
Your wealth. Your way. Your Athena Plan.
Our Story
Athena Plans was born from a simple observation: too many accomplished professionals were being underserved by the financial industry.
While working in financial wellness and HR, our founders repeatedly heard the same frustration from employees earning $150,000 to $300,000 annually. They wanted sophisticated financial guidance without the sales pitch, without surrendering control of their investments, and without settling for generic, one-size-fits-all advice.
These professionals—busy executives, business owners, and career-focused individuals—were caught in a gap in the market. Too affluent for basic advice yet not wealthy enough to command truly personalized attention from traditional financial advisors, they found themselves with few options: surrender their assets to management, follow cookie-cutter robo-advisor recommendations, or navigate complex financial decisions alone.
We recognized this gap and created Athena Plans to fill it.
Your Wealth, Your Way
Athena Plans provides bespoke financial roadmaps and coaching that honor a fundamental principle: your wealth should serve your vision of a fulfilling life, not someone else's definition of success.
As former licensed investment advisors and business consultants, we bring deep industry expertise without the industry conflicts. Our advisory-only approach means we're focused entirely on creating your roadmap and providing the coaching you need—never on selling products or managing your assets.
When you work with us, you maintain complete control over your investments while gaining the clarity and confidence that comes from having expert guidance tailored specifically to your circumstances.
The Athena Approach
We understand that financial planning isn't just about numbers—it's about your life. That's why our approach is fundamentally different:
We see the whole picture. Your career trajectory, family responsibilities, personal wellness, and life aspirations are all integral parts of your financial story. Our 360° assessment considers how these elements interact to create a truly personalized strategy.
We meet you where you are. Caught between raising children and caring for aging parents? Feeling overwhelmed by competing priorities? Our process is designed to cut through the complexity and deliver clarity without requiring hours of your precious time.
We believe in empowerment, not dependency. Our signature Athena Financial Roadmap gives you both the strategic direction and practical tools to take control of your financial future. And our coaching helps you overcome the mindset barriers that might be holding you back.
Community Involvement
We are committed to building stronger communities.
We believe in giving back and building stronger communities—both locally and globally. Through hands-on involvement and strategic donations, we support causes that align with our values, investing our time and resources to create lasting impact. Making a difference isn’t just a goal; it’s part of who we are.
We have started charity fun 5k fun runs, spent a couple of decades coaching sports teams, been a part of large international events, and rolled up our sleeves to get involved in local community charities. We are the kind of people that lead by example and never point fingers for others to do something we are not willing to do ourselves.
This attitude transfers directly into the help we can offer you. We will not judge your past but we will help structure your future. The future is what we can control and that starts in the present. Reach out today and ask us how we can help.