Aligning Money with What Matters: Values-Centered Wealth Planning with Brenna Baucum

This week we are honored to have an exceptional guest with us, Brenna Baucum, the founder of Collective Wealth Planning.

Brenna’s journey in the world of finance is marked by a deep commitment to aligning her clients’ financial goals with their values. As the Founder of Collective Wealth Planning in Salem, Oregon, she specializes in tax-efficient planning for public employees, professors, and retirees. Her work is centered around helping families spend, save, and invest in a way that reflects their true priorities.

Brenna’s work is not just about financial wealth; it’s about the wealth of knowledge, empowerment, and opportunities. Brenna goes beyond client service. She is a driving force behind elevating the financial planning profession, training advisors worldwide on financial psychology as a consultant for Money Quotient. Additionally, she co-founded Women’s Worth, an initiative focused on educating, coaching, and empowering women in their relationship with money.

In this episode, we’ll explore Brenna’s unique approach to values-centered wealth planning and dive into the art of tax-efficient financial strategies. Discover how she empowers her client families to not only secure their financial future but also make a positive impact on their communities.