Say hey to Amanda Charles, a financial planner who offers judgment-free support and values-aligned money planning to help you feel confident, clear, and empowered about your financial future.
I’d like to introduce you to Amanda Charles, a financial planner who brings something rare and refreshing to the finance industry: judgment-free support, values-aligned money planning, and a deep love for helping people feel confident about their financial futures.
Amanda and I recently sat down for a conversation. I asked her to share her story, her approach to financial planning, and why money doesn’t have to feel intimidating. What unfolded was a story about legacy, education, and genuine care.
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Amanda’s money journey began long before her first paycheck. Raised in a family where financial literacy was actively taught, her grandfather—a retired financial planner himself—introduced her and her sisters to investing early. That sense of empowerment stuck with her.
Though Amanda originally pursued journalism in college, her love of economics (which she calls "the perfect mix of history and math") pulled her toward a different path. After working in IT product management, Amanda realized she craved one-on-one impact and work that directly supported people. The moment she connected with senior financial advisors, it all clicked. Her path had been winding, but it led her exactly where she needed to be.
Amanda helps people align their finances with their values, so they can pursue goals with clarity and confidence. She works with professionals and families across the country, providing comprehensive financial planning rooted in education and empowerment.
"Most people weren’t taught how to manage money," Amanda told me. "I want to be the approachable planner who helps you understand the why behind every decision."
Amanda’s clients appreciate that she creates a judgment-free environment where no question is too small. Her process is rooted in education—breaking down complex financial strategies into relatable, understandable steps. For anyone who's ever felt talked down to, ignored, or overwhelmed by finance-speak, Amanda's approach is a breath of fresh air.
"My goal is to make people feel empowered. When they see the full picture of their finances, they feel a sense of relief. Like a weight has been lifted."
While it can be tempting to put off financial planning, Amanda explained how liberating it can feel to finally face it head-on. With her support, clients gain a clear picture of their financial lives—and the confidence to take control.
"It’s okay to ask for help. You don’t have to do this alone," she said. "Partnering with a professional frees up your mental space so you can focus on the parts of your life or business that bring you joy."
No two days are alike. Amanda’s time is spent on client meetings, investment management, updating financial plans, and answering questions that pop up throughout the week. Her busiest seasons? The new year (hello, resolutions!) and tax season, when everyone is paying a little more attention to their finances.
When she’s not working, she loves taking walks around the lake and enjoying the rhythm of the seasons here in Minnesota.
If you're ready to make a plan for your money or just want to ask a few questions, Amanda recommends reaching out via email at Amanda@MoxieWealth.com. You can also connect with her on LinkedIn or Instagram—but email is her favorite way to keep in touch.
"You Don’t Know" by Leon Bridges. It’s a love song, yes, but Amanda sees it as a reminder of how powerful we really are—and how financial confidence can help us show up more fully in every part of our lives.
Amanda loves Minnesota for many reasons, but what stands out most is its commitment to education. She regularly volunteers with BestPrep, a local nonprofit that delivers financial literacy programs to middle and high schoolers around the state.
"It’s inspiring to work with students and see how passionate our community is about financial education and growth."
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At Heyven, we love showcasing businesses that lead with heart and impact. Amanda Charles is helping people dream, plan, and build lives they love.
Explore more interviews and meet the people behind the business at Heyven.co.
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