by Allison Bishop | Dec 16, 2020It’s been over a year, but I just wanted to say thank you again! Our meeting was immensely helpful, and I have made some big strides in the past year- paid off most of my debt, all of my taxes, and have been contributing to my retirement. 2020 has been hell for...
by Allison Bishop | Oct 6, 2019We truly appreciated your advice and assistance. You created a safe and thoughtful space for us do something we’ve avoided for years.
by Allison Bishop | Feb 13, 2019Thank you for your attentive counsel this past year. You’ve given us HOPE which is certainly appropriate to celebrate this Christmas season and beyond!
by Christine Belan | Sep 7, 2018I feel much more grounded now that I have a plan that’s so clearly articulated. I can’t express enough gratitude for that.
by Christine Belan | Sep 7, 2018We cannot thank you enough for giving us more clarity and encouragement regarding where we currently are with our finances… Your summary is perfect, we will continue to utilize those pieces of advice.