CREATE A PLAN NOW...to impact your future financial self.
We call it the financial happiness process. Kristen and I understand that sometimes coming to see us is just as dreaded as an office visit to the dentist or the doctor.
Because we feel it’s so important to really take charge of your finances, we’re taking out the dreadfulness and inserting happiness. So how do we get you from one of these money moods you see here on this page to financial happiness?
Part of that depends on where you are in life. If you’ve come to this page, and you are under 35, this for one speaks high volumes of who you are. Just the fact that you are exploring these options, you have a lot going for you already. The more good money habits you create now, will have a dramatic impact on your future financial self.