Heaven L. Goodwin, CFP®

Private Wealth Advisor

 

“Far and away the best prize that life offers is the chance to work hard at work worth doing.”
—Theodore Roosevelt

Heaven grew up in the suburbs of Las Vegas before moving to Massachusetts in high school. Fascinated by epidemiology, she began studying Public Health at Tulane in New Orleans, where she had the opportunity to give back by tutoring underprivileged kids. This experience, post-hurricane Katrina, really left an impression on Heaven—and sparked her interest in economics and financial literacy.

Heaven graduated Cum Laude from Georgetown, here in our nation’s capital, with a bachelor’s degree in finance. Along with her studies, she also interned with Monument Wealth Management, where her love of financial planning really took root. Throughout the internship, she was able to see first-hand how the team collaborates to achieve wealth goals for clients. She loved the experience so much that she stayed on with Monument after college and was promoted twice: once to Paraplanner in 2019 and then again to Private Wealth Advisor in 2022. That same year, she earned her CFP® CERTIFIED FINANCIAL PLANNER™ certification. Heaven strongly believes in Monument’s Private Wealth Design’s creative and collaborative process and the value of providing clients with clarity and purpose. She works under the conviction that anything worth building is worth doing not just well, but thoughtfully, sustainably, and in a way that matters to each client.

Aside from financial planning, Heaven enjoys baking, reading, and spending time outdoors. Since studying abroad in London, she especially enjoys traveling and has visited over 20 different countries. In fact, she and her husband once traveled around Europe in a van for 6-weeks! She is also a huge dog lover and recently adopted a German short-haired pointer, Banjo, who now serves as Monument’s Director of Music.

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Contact Heaven to:

• Gain access to or ask questions about your eMoney website or the Monument Client Portal
• Update us with any life changes so we can adjust your Private Wealth Design
• Ask questions about your asset allocation