Morgan Everett, CFP^®

How do I help clients Live a Richer Life®?
Happiness is in the present moment. We partner with our clients to provide full scale financial planning that allows you to live your best life. I am passionate about providing a plan with your family and personal goals as the drivers for each step we take together toward financial wellness. I love to hear stories from our clients about milestones reached and places they have enjoyed visiting!

How do I align my time and money with my values and passions to Live a Richer Life®?
When I relocated to D.C. from my home state of PA, the driving force behind my decision to relocate was impact. I’ve always been passionate about helping others and paying it forward. While these are broad ideals, in this city, most people are working toward that same goal. Shortly after arriving, I got involved with a charity called REACH Inc. and soon joined the board. REACH works within inner-city schools to provide school-year tutoring and summer leadership programming for children who face unimaginable obstacles each day. This aligns with my value of equality. The ability to read should be a skill everyone has the opportunity to develop. Understanding language and ideals helps improve equality by giving kids the chance to build a future on a solid foundation. This is where I dedicate my free time outside of work, and it brings me so much joy to make a difference in the lives of many children—just like we strive to do with our clients each day.