Bringing you clarity, confidence, and peace in your financial journey.
Holistic financial planning for individuals and families, and practice consulting for fellow advisors.
How Can I Help Today?
For Individuals and Families
Navigate major financial decisions with clarity and confidence. From cash flow and investments to long-term planning, I help you clarify your goals, see the full picture and take the next right step.
For Financial Advisors
Strengthen your practice and elevate your client experience. From hourly projects to investment program design, I help advisors refine their investment programs without detracting from your other responsibilities.
Meet Suzanne
Hello, I’m Suzanne Highet CFA, CPF®
I offer full-picture financial advising for individuals and families, and consulting for financial advisors who want to refine how they serve others.
My work brings together the logic of economics and the empathy of psychology
I’m honored to walk alongside clients on their financial journeys, helping them make decisions rooted in clarity, purpose, and confidence.
One Advisory Relationship for Your
Entire Financial Life
Instead of choosing from a menu of services, you get one ongoing partnership designed to answer the big questions, the small questions, and everything in between.
Financial planning isn’t a checklist—it’s a relationship. I work with you across all areas of your financial life: daily decisions, long-term strategy, and major turning points.
You get grounded guidance, clarity, and a plan that makes sense for your real life.
No jargon, no pressure. Just steady, thoughtful support.
𖤓 Investment management available, but never required
𖤓 Transparent, educational, and collaborative
𖤓 For individuals & families seeking a clear path forward
One Strategic Partnership for Your
Advisory Practice
Instead of one-off fixes or generic coaching, you get a collaborative partnership designed to help you strengthen your systems, elevate your client experience, and lead with confidence.
Running an advisory practice is as much about people and processes as it is about portfolios. I work with advisors across all areas of their business: service model refinement, operational clarity, investment philosophy alignment, and long-term strategy.
You get thoughtful guidance, honest conversation, and a sounding board who understands both the industry and the human side of this work.
𖤓 Practice management + operational clarity
𖤓 Client experience and communication design
𖤓 Investment and planning strategy refinement
Explore success.
Schedule a free call to talk through your goals and see if we’re the right fit.