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It's all about YOU.

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It’s not just about money—it’s about your entire life.

Money is just fuel for living the life you want, and it's our goal to help you achieve that life.

Working with an independent, experienced Financial Planner like Audrey Thorhauer means gaining access to unbiased advice, personalized service and the dedication to addressing your unique concerns and future goals. We work with in partnership with you to build a financial strategy that focuses on what you want to do, when you want to do it, what it could cost, and when you can likely afford it. Whether you’re currently in retirement, preparing for your next chapter in your life, or just starting out -  our team will build a financial model that addresses the goals and individual needs you have in mind.

What makes Audrey Different?

Your Story Matters.. No, really - It does!

" It sounds cliché, but the truth is I really do want to help people.  I have always been passionate about human behaviour, and the intricacies of our decisions that make change in our lives. Our feelings, and why we have these feelings, have an impact on our financial situation, our goals, successes and failures in our lives. Understanding these intricacies and how they affect our financial lives is where a financial planner, like myself, can step in to ensure the solution to achieving your goals is tailored not only your unique needs - but your unique personality too. "

I take pride in my fiduciary commitment and enjoy being able to provide my clients trusted advice and financial strategies that are truly created with their needs and goals in mind.  

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We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience - and we have a great team to deliver on this!

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Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

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“An investment in knowledge pays the best interest.”

— Benjamin Franklin

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