Clarify
We begin by bringing clarity to your financial life — where you are today, what matters most to you, and what you want your money to support.
Together, we organize your full financial picture, explore your goals and priorities, and align your resources with the life you want to live. This stage replaces uncertainty with understanding and gives you a clear sense of direction moving forward.
Build
With clarity as our foundation, we build a personalized, long-term wealth strategy designed to grow with you.
This includes investment planning, retirement strategy, and thoughtful protection — all shaped around your values, lifestyle, and future possibilities. You’ll have an experienced guide by your side as we plan for different life scenarios, adjust along the way, and make informed decisions with intention and confidence.
Radiate
When your plan is aligned and your strategy is strong, you’re free to live richly.
This is where wealth supports a full, beautiful life — enjoying what you’ve built, spending with confidence, dreaming bigger, and making choices from a place of security rather than fear. With ongoing guidance and partnership, your money works in service of a life that feels expansive, meaningful, and radiant.
Nicki Slattery, MA | Founder & Financial Planner
Your First Step
Whether you’re just beginning to explore your finances or looking to bring more intention and alignment to what you’ve already built, the first step is clarity.
This conversation is designed to meet you where you are — without pressure, expectations, or overwhelm.
Built To Radiate Podcast Episodes
26
May
Welcome to the very first episode of Built to Radiate, a podcast about money, identity, entrepreneurship, self-worth, and the intentional choices that can help us...
4
Aug
Every financial decision buys some form of freedom—or quietly sells a little of it. So what kind of freedom are you building with the way...
29
Jul
What if the foundation for your next chapter is something you’ve already spent years building? In this episode of Built to Radiate, Nicki Slattery talks...
4
Jul
In this solo episode of Built to Radiate, Nicki explores a question that feels especially meaningful around July 4th: what does freedom actually need in...