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.

Read Becky’s Blog

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

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

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