Should You Work With Us?
The best time to set up your free consultation is when you are planning for or have just hit a life milestone.
Worried about taxes in the future?
Life milestones might include:
- Starting to think about retirement
- Just retired and want to make sure everything is optimized
- Thinking about saving for a big event like buying a house
- Just bought a house and looking to make sure everything is protected and optimized
- Planning for a child
- Have a child and want to plan for their education and future
The full attention of a dedicated financial planner/educator
Free financial education that applies to your situation
A personalized financial plan that is focused on you and serves as a map to achieving your goals
Every step of the plan is in language you clearly understand and can use to guide your own actions.
“We had no idea we would be able to retire until we talked to Ada, it was really like discovering money we had no idea we had. Ada salvaged our retirement and protected my idle 401k from imminent decline.”
Somer, a mariner in the offshore oil and gas industry
Three Steps to Begin
Schedule a Free Consultation
In our first conversation, I seek to understand your current financial picture and what you want to achieve. We'll discuss your challenges and dreams. I may also refer you to educational resources to learn even more.
We Build a Plan Together
Utilizing advanced financial mapping tools, I will pull what we've learned together to create your unique roadmap. You can consider the options with full clarity and make the decisions best for you.
Implement, Test, and Refine the Plan
Together with a circle of trusted professionals, I put the plan you have chosen into action. Our relationship continues as we review, measure progress, and correct our course as needed so you can reach your destination.