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.

LET'S TALK

Read Becky’s Blog

Is Paying Off Your Mortgage Early Worth It? Exploring the Pros and Cons

For many homeowners, the dream of owning their home outright is a powerful motivator. Paying off a mortgage ahead of schedule can bring a sense of financial security and freedom from debt. However,... read more

Navigating the Income Tax Impact of the TCJA Sunset

The Tax Cuts and Jobs Act (TCJA) of 2017 reshaped the U.S. tax landscape. Some taxpayers benefited from reduced tax rates, increased standard deductions, and various other tax breaks while other ta... read more

Weighing Your Options: Pre-Tax vs. Roth Contributions to a 401(k) Retirement Account

When it comes to planning for retirement, one of the most important decisions you’ll make is how to contribute to your 401(k) account. Most employees have the option to make either pre-tax co... read more

To Combine or Not to Combine: The Money Dilemma in Relationships

Money can be a source of tension in relationships. That’s probably why money is one of the leading causes of divorce in the U.S. Unfortunately, there’s no escaping money in a relationsh... read more

Join the Conversation