Meet Reverie Wealth
Reverie Wealth is your fee-only planner for the big moments and the quiet ones.
We work with progressive women navigating life's transitions - a new job, a career break, a move, a windfall, a divorce - or those who just want confirmation they're on the right track toward their goals. If you've got a partner who wants a seat at the table, they're welcome too.
You're a capable adult who deserves a straight answer. We handle the complicated stuff (equity comp, work benefits, account types, investment choices, balancing all your goals) and build our recommendations around what you value, not just what’s most technically efficient.
Here's what working together looks like: real conversations instead of presentations, plain explanations of every recommendation including the tradeoffs, and a plan you can follow without a finance degree. We meet you wherever you are, whether the tracking spreadsheets and apps go back a decade or you've been putting this off for years.
No products to push. No jargon. No judgment. No traditional life script required.
Areas of financial planning expertise
Setting and prioritizing financial goals
Budgets that work for real people
Paying off (& staying out of) debt
Planning for retirement or financial freedom
Buying a home
Taking or returning from career breaks
College funding
Investing, including ESG and SRI investments
Equity compensation, including RSUs, stock options, and ESPPs
Integrating additional types of coaching
Starting or growing a family
Freelancers and small business owners
Healthcare professionals
Public service employees
Tech company or startup employees
LGBTQIA+ community
Life, disability, and long-term care insurance
Rachel Lawrence, CFP®, MSFP
Rachel is the founder, owner, and primary Financial Planner at Reverie.
She has known that working with money was her calling since senior year of high school. During a business class stock-picking competition, she would stay up until midnight every night on her dial-up modem researching newly public companies, then "bought" via fantasy trading game the most promising ones the next morning. She wouldn't recommend that strategy today, but it got her obsessed with figuring out personal finance. (This is what can happen when you mix first generation wealth building with neurodivergence 🤷🏼♀️)
That obsession turned into a whole career. Over the past 20+ years she earned her CERTIFIED FINANCIAL PLANNER™ designation and a Masters in Personal Financial Planning from Bentley University, spending most of those years working directly with clients. In 2012 she made the leap from traditional firms with high minimums to fintech. Since then, her mission has been finding scalable ways to bring good financial planning to the people who need it most, in particular women and their allies. That work has taken her through stints at LearnVest, Ellevest, and now Monarch Money, where she leads Advice & Planning.
Reverie is where she continues to do that work one on one. Rachel cares about money ideas that work in real life, using your core values to guide financial and other life decisions, backing every recommendation with research and evidence, and tackling systemic issues in ways that are good for both the world and your bottom line. And like a true Enneagram 7, she always finds ways to have fun while doing it!
Allison Lapointe
Allison is a Paraplanner and Financial Coach at Reverie. She has a degree in mechanical engineering with a minor in business from the University of New Hampshire, where she got an A in accounting class. Her professor suggested she change her major - she didn't, but her love of numbers and interest in personal finance stuck.
Allison found a John Bogle (founder of Vanguard) book on her own after graduating from college, before personal finance blogs existed, and started reading everything she could get her hands on. She has managed her family's retirement accounts ever since. She also owns and manages rental property, and she has tried just about every budgeting system out there to find the ones that actually hold up in real life.
Allison worked for a mechanical engineering firm for over 10 years, until 2016. Over the past decade she has been a household manager for her family and a homeschool teacher for her daughters. At their homeschool co-op, she teaches physical science and a personal finance class.
Allison is the one who will sit with you while you link your accounts, help you gather all your financial info, sort out your spending categories, learn to use Monarch or your preferred budgeting tool, and build a budget that matches how you actually spend. If last month's budget didn't work out, she would tell you it isn't a verdict on you as a person, and you can always start over fresh during your next budgeting period.
Like a true Enneagram 1, she is careful, dedicated, has an eye for detail, and gives her best every time, no matter how big or small the task is.
OUR MISSION