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

“It Depends”

Ah, the dreaded response you get from your Financial Advisor to your broad financial question.

“Should I sell my house and rent in retirement?” It depends! What do you estimate the sales... read more

Retiring Earlier Than Expected? What to Know

Many Americans, through circumstances beyond their control, find themselves needing to retire earlier than anticipated. Whatever the circumstances, it’s difficult not to feel wrongfooted and hurr... read more

A Tax-Efficient Way to Donate

If you’re taking Required Minimum Distributions (RMDs) from your IRA, I’ve got some info that could be helpful.

Basically, there’s a way to donate to charity and reduce you... read more

Am I That Dumb About Money? Part 6: Credit Health

For starters, please read Part 1 of this series for more insight on the title.

Let’s talk ab... read more

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