Empowering Your Financial Journey with Vesta Financial Wellness

For over 20 years, I’ve worked as a Chartered Professional Accountant, helping clients navigate complex tax strategies and estate planning. While that work was rewarding, I came to see that even the best financial plans don’t always create peace of mind or fulfillment.

Money is more than numbers—it’s deeply personal. Our habits, decisions, and stress around money are shaped by our experiences, values, and beliefs.

That realization led me to create Vesta Financial Wellness.

I now work with clients to build a healthier, more intentional relationship with money through guided budgeting, clarity around priorities, and thoughtful life planning. Together, we align financial decisions with what truly matters—so money becomes a tool for living well, not just something to manage.

My wish is for everyone to feel empowered with their finances, stay connected to what matters most, and to build a lifestyle which feels rewarding and abundant.

- Meghan Davis, CPA, CFP