Welcome to
Planting Financial Roots
Build wealth, feel confident and create a life you love.
Simple Money Habits. Strong Financial Roots.
Services
Hello, I’m Megan
My Story…
I’m passionate about helping people feel confident with their money. After saving over $100k before the age of 25, I experienced first hand how financial freedom can open doors, and now my mission is to help others do the same.
No matter where you are on your financial journey, I am here to help you get started or keep going.
Client Reviews
“Learning that I could invest my Roth IRA, was a game changer. Money is flowing in now.”
— Marinna Quigley | Event Director“Megan made managing finances feel simple and approachable. She helped me understand how to maximize my 401(k) investments, the importance of budgeting, and that financial literacy is truly for everyone.”
— Krista Anderson | Brokerage Services“I didn’t really know how to grow my money and talking to Megan helped me with things like a high yield savings account, along with other stuff, to actually grow my money today.”
— Morgan Cameron | Medical Device Engineer