Financial planning that keeps up your whole life.
Mary Beth Storjohann, CFP® works with high-earning women and families navigating serious careers, full households, and the financial complexity that comes with both.
Your financial plan should reflect more than numbers. It should reflect your whole life — the career you’ve built, the household you’re running, the family you’re responsible for, and where you want to go next.
Whether you’re in a period of growth, stability, or transition, we meet you where you are and help you make decisions that align with your goals, values, and season of life.
Mary Beth Storjohann specializes in working with multidimensional women and families who are juggling a lot—from careers and caregiving to businesses and big life decisions—and want to feel more in control of their finances.
We bring structure to the overwhelm, clarity to the complex, and compassion to the process. Our goal is to help you feel grounded and supported as you make thoughtful choices that reflect what matters most.
The meaning of Allora
In Italian, allora signals a pause — a breath before the next step. It can mean “so,” “then,” or “well,” and it’s often spoken before a choice, a shift, or a moment of clarity.
To us, Allora represents the space between what was and what’s next. It’s where reflection, intention, and purpose live. It’s where financial planning begins.
Allora Wealth was created to hold that space and to walk with you as you shape what comes next.
Meet the Founder. Mary Beth Storjohann, CFPⓇ
Founder & CEO, Allora Wealth
With over two decades in the financial services industry, Mary Beth has built a career at the intersection of values-based planning, ethical leadership, and advocacy for women and families. She is a CERTIFIED FINANCIAL PLANNER™ known for sparking honest conversations about money — especially the ones we’re taught to avoid — around power, purpose, caregiving, and transition.
She began her career at 20, launched and sold her first firm (Workable Wealth), and then helped scale a $3.5B RIA from within, serving as Chief Marketing Officer and later as Co-CEO.
Mary Beth founded Allora Wealth to return to her roots: helping women and families navigate life’s transitions with calm, confidence, and care. The firm was born from the belief that true wealth is deeply personal and that life’s most meaningful financial decisions often happen in seasons of change.
Mary Beth is also the writer behind Between Tables, a Substack newsletter exploring whole-life wealth, leadership, identity, and the in-between spaces where transformation often begins.
Her thought leadership has been featured in The Wall Street Journal, The New York Times, Forbes, CNBC, NPR, and Glamour. She has also appeared on NBC and speaks across the country on women and wealth, ethical business, financial empowerment, and leading with values.
Outside of work, Mary Beth is an avid reader, traveler, and baker, making everything from fresh breads to flaky apple pies. You’ll often find her squeezing in a Peloton ride with Robin or Tunde, exploring all that San Diego has to offer, or spending time with her favorite people in the world: her two snack-loving kids, ages 7 and 10, and her very supportive husband.
Money should support your life, not run it.
Money touches every part of life: your work, your relationships, your future.
The way you think and feel about it is deeply personal. At Allora Wealth, we believe clarity starts with understanding your natural approach to money—how you make decisions, what drives your choices, and what might be standing in your way.
Our Money Style Quiz is a quick, insightful way to uncover your unique financial personality. In just a few minutes, you’ll learn how you naturally plan, spend, save, and lead, and what to focus on next to align your money with your life.
Each result includes a personalized roadmap to help you take meaningful, manageable steps toward whole-life wealth. Whether you’re building a business, balancing family and career, or preparing for what’s next, your results will give you language, tools, and confidence to move forward with intention.