Hi, I’m Cassie, a Financial Planner at The Next Level Planning Group.

My fundamental approach to money started when I received my first paycheck at 14—it was for $16.43, and my mom immediately taught me the rule of three: save 20%, give 10% to charity, and spend the rest. That attention to detail, even on $16, has stuck with me and defines how I approach every client’s situation.

Now, I focus on the clients who need that rigor most: those who’ve successfully built their careers and businesses, but recognize their personal finances have been relegated to the back burner.

My purpose is to move you from a state of financial complication and insecurity to a place where your wealth is actively chasing your dreams. I share the responsibility with my clients to make excellent decisions across all aspects of their financial life so they can realize lifelong dreams—whether that’s early retirement, buying a second home, or funding philanthropic goals.

The transformation is clear: My clients move from a mindset of stress, worry, and complexity to one of confidence, alignment, and clarity. The most fulfilling part of my work is when a client tells me they don’t worry about money anymore. That simple statement can have a profound impact on their quality of life and ripple effects for their families and communities.

I bring a Courageous, Compassionate, and Insightful approach to every relationship. I’m willing to go deep and non-judgmentally find the behavior or fear that might be holding you back. I’m a planner through and through, bringing dedication to detail so your goals and dreams are fully articulated, shared, and planned for.

When I step away from the office, you’ll find my adventurous side taking over. A perfect weekend involves my husband and our four kids exploring nature together and any opportunity I can get to have deep and meaningful conversations. This focus on “why” we do what we do—balancing work with the people and experiences we love—is what makes our planning powerful, authentic, and truly aligned with your life goals.