504 Charteris Street
Sitka, AK 99835
Training: Advanced more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
We believe money is a powerful tool to aid in accomplishing our life purpose, not the whole purpose of one’s life. By integrating intention with purpose and human capital with financial capital, fulfillment and security is reached. By investing in companies that recognize the effects of their actions on the planet, change happens through alignment with values. www.VerdantMoney.comAbout My Practice
We created Verdant because we find incredible meaning in co-planning with our clients for a life that is meaningful and flourishing. Let’s face it: most of us need to work to pay the bills. But, why must it be “work”? We believe we can laugh, strive, collaborate, and find satisfaction in the work we do.
About Amy Volz
Amy is a Certified Financial Planner™ with twelve years experience in financial services. Her heart-felt purpose is to connect clients with their unique life goals and then use financial resources to help make that vision a reality.
Amy\\\'s diverse background in international agriculture, non-profit management, and volunteership makes her well-suited to explore the various holistic elements of Thrive Financial+Life Planning with her clients.
\\\"I aim to bring my qualities of integrity, courage and charisma to client relationships so that Verdant clients may, in turn, express their best selves for the highest opportunity of success: fulfillment.\\\"
Verdant, LLC is a registered investment advisor registered in Alaska. We are only fee-based and use a flat rate or assets under management fee structure depending on the level of assets.
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