Haley Lehman
State(s) Licensed: AZ, GA, IL, IN, MO, SC, TN, WI
120 W. Jefferson St STE 14
Morton, IL 61550
State(s) Licensed: AZ, GA, IL, IN, MO, SC, TN, WI
Let's Start with YOU!
Too often, financial advice jumps straight to numbers, charts, or a retirement date. But your story is more than that.
Maybe right now you feel:
- Overwhelmed by all the financial decisions you should be making
- Unsure if you’re saving enough or investing the right way
- Stressed about balancing today’s needs with tomorrow’s dreams
- Tired of piecing things together on your own
If this sounds familiar, you’re not alone—and you don’t have to keep carrying that stress by yourself.
A Different Kind of Money Conversation
Purposeful money decisions start with the right conversation.
We believe financial planning should be rooted in your values, your goals, and the life you want to create—not just “getting you to retirement.”
Because a truly significant life isn’t one you want to escape from. It’s one you want to live fully.
We’ll help you build a plan for that life.
✅ No more disorganized accounts or unanswered questions
✅ No more hoping you’re “doing it right”
✅ No more one-size-fits-all advice
We Answer the Questions Keeping You Up at Night
- Is a Roth IRA right for me?
- When should I take Social Security?
- What do I do with an old 401(k)?
- How does life insurance actually work?
- What’s the best way to pay off debt and still save?
- How much will I really need to retire?
- Will my taxes go up in retirement?
- How do I grow, protect, and eventually exit my business?
We’ll give you clear, personalized guidance—so you can stop guessing and start moving forward with confidence.
How Our Process Works
- Connect – In a free first meeting, we’ll listen to your story, your values, and your financial picture.
- Create – We’ll design a clear plan with actionable steps tailored to you.
- Take Action – We will walk with you as life changes, adjusting your plan so it always aligns with what matters most.
More Than Advisors
We’re not just here to manage money. We are here to help you align your finances with your faith, your values, and the people and causes you love most.
Because financial guidance isn’t just about wealth. It’s about building a legacy that lasts.
Let's Start the Conversation: Schedule A 30 Minute Consultation
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Location
Morton Office
- Phone:
- 309-532-0057