Are you looking for a long term relationship with a planner? Do you want to start at “the beginning” and figure out where you currently stand and how to get to where you want to be? This is the perfect choice for someone who is looking for an initial assessment of their financial life and ongoing support with all things money.
Looking for someone to manage your money? Do you have an old 403(b)/457 or 401(k) at an old job you need to do something about? This is the perfect service for someone who is looking for help with investment choices and ongoing investment management.
What if all you really want from life is to be happy with what you have? And what if you could be happier, much happier in just a few months? This service is designed to take you from where you are right now to a place that’s going to make you feel happier about how you spend your money.