With 15 years of experience in the financial services industry, I’ve walked alongside countless families as they’ve navigated the often-overwhelming world of money. Now, I’ve traded in my corporate heels for a cozy spot at the kitchen table—homeschooling my kids, finding harmony in the rhythm of family life, and helping women like you find confidence and peace in their finances.

Faith and family are at the heart of everything I do. After spending years in the fast-paced world of wealth management (and even earning a spot on Investment News’ 40 Under 40 list), I felt a deeper calling to slow down, focus on my family, and align my work with my values. My journey has included leaving my career to stay home with my kids, experiencing the joy and challenge of homeschooling, and choosing homebirth—proof that I’m not afraid to embrace a path less traveled.

What lights me up the most is helping women step out of financial stress and step into abundance—abundance that’s rooted in God’s truth, not the world’s definition of success. Whether it’s breaking down complex financial strategies into bite-sized, actionable steps or empowering moms to align their money with their values, my goal is to help you create a life of purpose, peace, and freedom.

When I’m not talking finances, you’ll find me cooking with my kids, trying out a new natural remedy, digging into a good podcast, or enjoying the water somewhere with my husband. I believe in going against the cultural grain, nurturing relationships, and creating a legacy that lasts far beyond a balance sheet.

Let’s make money less complicated and more meaningful—so you can focus on what truly matters!

Megan Lokitis, CFP®
Financial Literacy Advocate

I'm Megan, your new mom and money BFF!