Introduction to Hannah Whatley

It’s a very powerful thing when people invite you into their lives the way that they do for us.

Just because I think when we’re planning with their money, that naturally leads to planning with how they spend their time. The most exciting part about this career and what I do every day is having someone begin to share with you and think about what they feel is important.

And then when you see someone actually make changes, that’s really powerful. You know, sometimes it’ll be an extra trip that grandparents will pay for grandkids and a whole family to go on that they never would’ve done if they weren’t making intentional decisions. And it’s a cool thing to be a part of when you see these decisions actually impacting people’s lives.