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

Am I That Dumb About Money? Part 5: Investing

Check out Part 1 of this series if you want to soften the blow of the title of this series!

Wh... read more

Am I That Dumb About Money? Part 4: Debt Management

If you have read my previous blogs, you’re familiar with the explanation of the title of the series. If you have not, what’s stopping you?

Let’s start with the BIG difference between ... read more

Am I That Dumb About Money? Part 3: Spending & Budgeting

Part 1 of this series talks about the title, and I would recommend reading it if you have not done so... read more

Am I That Dumb About Money? Part 2: Saving Money

The title of this series may come off a little rough (or hit close to home); if it does, I recommend reading read more

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