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

Am I That Dumb About Money? Part 1: Introduction

I’m starting off strong with the title but give yourself a break; this stuff is hard!

My husband is a professional firefighter and his job is to put out fires and rescue cats from tree... read more

Your Emergency Fund: How Much is Enough?

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’... read more

Budget Check Up: Tax Time is the Right Time

Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement... read more

Helpful Retirement Strategies for Women

Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men, meaning they acc... read more

Join the Conversation