Wealth Without Worry
Intergenerational Impact
Reliable Retirement
“Don’t get so busy making a living that you forget to make a life.”
—Dolly Parton
Are You Facing These Challenges Alone?
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Starting your wealth journey with a different blueprint than your family's
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Investing on your own and wanting a professional to help you manage the tax implications
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Saving consistently to be financially independent, but unsure when you’re going to get there
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Struggling to adult financially and looking for quality financial planning and advising or fiduciary services that get you
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Living paycheck to paycheck despite an increasing income
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Making big moves that you don't want to regret
Breaking new ground is tough. Toiling on your own? Optional.
A Blueprint for Your Beautiful Life
Hi there! I’m Shar-Né Warren, and I’ve worked with over 1,000 clients like you over the years: people with big dreams without a plan to pursue them.
Many years ago, my dream was to become an architect so I could help clients create beautiful homes. During my studies, I learned two primary things:
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The process starts with handing you the microphone.
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Every major project requires a strong foundation.
How did I get into financial planning and advising? Fifteen years ago, I realized that more than helping my clients build beautiful homes, I wanted to help them build beautiful lives. I still love the design process, and interestingly, the financial planning process begins in much the same way. I start by having you share your story, including any past and current challenges, and your definition of a “beautiful life”, so we can work together to build the strongest foundation for it. We’re digging deeper into your past beliefs, clearing old patterns, and building the framework for your financial joy and security.
My passion is guiding you along a better financial path and providing customized fiduciary and tax strategy services (check out the Service section). With us, you can accomplish the lasting financial harmony you may have thought was out of reach, and more importantly, the financial freedom and confidence to lead the life you’ve always dreamed of.
If you want greater clarity about everything money and ensure it lasts beyond a lifetime, there’s room for you here. Ready for transformation? Let’s discuss how we can help you achieve your goals.
Benefits with Planning
Fiduciary and Tax Strategy Services On-Demand
Financial curveballs come without warning — market drops, medical scares, and sudden opportunities. The wealthy have trusted allies they can contact when big decisions must be made. Instead of generic and by-the-numbers financial advice, we are here as your advocate to help you truly achieve the life you’ve always hoped to live.
Major Life Navigation
Life’s most significant moments can instantly reshape our financial needs. Marriage, a new baby, career leaps, and rehoming elderly parents — each creates hidden opportunities and risks. Financial Excavation transforms these turning points from financial anxiety into strategic advantage. Let’s build together!
Avoid Costly Mistakes
Wealth takes years to build, yet only moments to vanish after common mistakes, such as choosing the wrong mortgage, panic selling in a down market, or missing key insurance coverage. You’re not in this alone! Financial Excavation is in the fight with you, providing the support and customized financial planning and advising you need to secure your wealth.
Ensure a Lasting Legacy
After all the toil, 90% of family wealth is lost by the third generation after it has been earned. Why? Many parents fail to teach their children about money, including those from affluent backgrounds. Let’s transform your hard-fought success into a lasting family legacy. What would you rather leave behind: money to lose, or the wisdom to grow it?
What Sets Us Apart
“See what I’ve done? I’ve given you a job to do among nations and governments – a red-letter day! Your job is to pull up and tear down, take apart and demolish, And then start over, building and planting.” — Jeremiah 1:10 MSG
It’s this Bible verse that serves as the foundation for Financial Excavation, led by a simple mission: to be an agent of change and help new-wealth individuals, pre-retirees, and those embracing new life changes achieve secure, lasting financial joy and freedom. We dig beneath surface-level financial issues to address the root causes of any challenges you may be facing.
Unlike traditional advisors who focus solely on investments, our financial planning and advising, fiduciary services, and tax strategy services are here to help you examine your complete financial picture – from cash flow and debt to retirement planning and generational wealth.
Why Financial Excavation?
Personalized Financial Planning and Advising – No Blueprint is the Same
Virtual Services That Meet You Where You Are
True Transformation – In Wealth and Throughout Your Life