Courtney Collins, CFP®

Financial Advisor

How do you help clients Invest in Peace of Mind?

Investing in peace of mind goes beyond a growing investment account. It’s about knowing that no matter what life throws your way, you have someone in your corner—someone who listens, understands, and guides you with clarity and care. I help clients find security even in the most uncertain times by building not just a financial plan but also a relationship rooted in trust. My role is to serve as your sounding board, steady hand, and advocate, helping you align your goals and values so you can move forward with confidence.

What do you think are the most important steps people can take to improve their financial well-being?

Everyone’s financial journey is unique. Comparing yourself to someone else’s material success often leads to misplaced goals and unnecessary stress. True financial well-being isn’t about keeping up with others; it’s about aligning your money with your values and building a secure and fulfilling life. Improving your financial well-being is a marathon, not a sprint. It requires:

A mindset shift: Focus on long-term purpose rather than short-term wins.
Accountability: Regular check-ins with a trusted advisor who can provide clarity, objectivity, and support.
Realistic goal setting: Creating a plan that evolves with your life.

How do you like to spend time outside of the office?

When I’m not working with clients, I’m usually out on the trails running, recharging, and clearing my mind. Running helps me stay focused and energized.

I’m also a proud dog lover, and spending time outdoors with my pups is one of my favorite ways to unwind. Whether it’s a hike, going for a long walk, playing fetch, or just soaking up the sunshine, those moments bring balance to my life.

Staying active is more than a hobby for me; it’s a way of life that helps me show up as my best self.