Hello, I'm Becky.

Have you ever found yourself thinking, “I wish they taught me this when I was in school,” when it comes to your personal finances? Well, here’s your chance.

My team and I guide and educate clients of all ages and income levels to achieve their financial goals. People often think we only focus on retirement planning, but we also help clients achieve other financial goals like buying a new home, starting a business, saving for a child’s education, job transitions… you name the financial goal, and we’re here to help.

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Read Becky’s Blog

Celebrating Women’s Ability to Have Their Own Credit Card… with a Twist

I read a blip on social media and immediately thought “that can’t be right!” I’m not one of those people that believes everything I see on the internet, so my research began. What ... read more

Gen Z, Millennial Couples Prefer Financial Autonomy

Over the years, I’ve come to believe that learning to navigate financial discussions and events in a relationship is a must that transcends generations. However, recent data shows that Gen Z ... read more

Record Number of Americans to Travel Abroad

In economics, there are lead indicators and lag indicators. But often, the coincident indicators–stats that show the current state of the U.S. economy–are telling.

The Conference Board r... read more

2023 IRA Contribution Deadlines Are Approaching

Financially, many of us associate the spring with taxes — but we should also associate the spring with important Individual Retirement Account (IRA) deadlines.

Remember, this article is f... read more

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