Elizabeth Liechty

Peter Nagle is the principal of Thoughtful Wealth Advisory LLC in Abiquiu, NM, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mercer Global Advisors Inc and College Funding Solutions, Inc. Outside of his advisory roles, Mr. Nagle provides spiritual guidance through his ministry, Soulwork Spiritual Direction. Thoughtful Wealth Advisory LLC offers discretionary asset management, financial planning, and limited-scope ERISA plan advisory services. The firm uses both fundamental and technical analysis, employs model portfolios accessed via its clearing custodian’s Model Marketplace, and provides standalone planning on a fixed- or hourly-fee basis.

Solo Women Finances Laura Lynch, CFP® supports solo women as they integrate financial security with their personal values. Laura understands that financial decisions are about more than money. She helps women feel confident by serving as a thinking partner empowering their best life - whether in a van, tiny home, co-housing or right-sized space. Coast Financial Independence Laura Lynch, CFP® guides clients through the process of downsizing to create financial independence. She provides flat-fee limited-scope planning customized around the specifics of gap / travel income, career transition, tiny home finances and debt-free goals. Laura knows the deep change of being mortgage-free and offers a custom roadmap for this lifestyle. Tiny House Retirement Laura Lynch, CFP® helps retirees, already within the tiny home movement, achieve their specific planning goals. She includes (optional) investment management in a flat planning fee. She offers three values-aligned themes to choose from: traditional, structured and impact. Laura helps those intentionally leaving a smaller footprint, make a bigger impact. The Tiny House Adviser LLC, Laura’s firm, is a fee-only fiduciary financial planning firm guiding others on the path to financial freedom through alternative and tiny living.