Founded by Gretchen Betts and Julie Lord, Magenta Financial Planning is an award-winning, B Corp certified firm that provides lifestyle financial planning. Their mission is to help clients understand their personal and financial goals and then create a clear, actionable plan to achieve them. The company focuses on building long-term relationships and providing a holistic service that covers retirement planning, investment management, and estate planning, with a strong emphasis on aligning finances with life aspirations.

Founded in

United Kingdom