We provide Financial Solutions
IMPROVING YOUR NET WORTH
We have over 15 years of financial sales and service experience and our mission is to educate women about finances and impact their financial lives.
A financial plan is designed to help you with all aspects of planning without ongoing investment management after the financial plan is completed.Read More
A few years ago, when I purchased my certified-used car, I was not very pleased that I was having to get “another car payment” because I had been car payment free for a few years and should have been saving for the rainy day when I would need to get another car. I thought my car would last forever, but after being rear-ended and my car totaled, I was back at square one.Read More
The season is here when we are surrounded by festivals, pumpkins, leaves changing colors on the trees, and more candy than I wish to talk about. I usually don’t allow my kids to eat their candy that they collect, because I want to save the pieces I like for myself. Today, I will share some “financial” […]Read More
If you are following me on social media through LinkedIN or Facebook, have read my blog and are receiving my newsletter, you should have a pretty good idea about options to save for your child’s college, car, home, or whatever you want to gift your child or children with. Savings Summary Here are a few […]Read More