All school staff work hard day in and day out for families in our communities. They invest time, money, energy, and more into future generations. We know that busyness and the overloaded state of life are among some of the barriers that face these hardworking staff. As they navigate the challenges of not only their work environment but daily life in this troubled time, they need an advocate and guide through the financial stress and planning for the future. That’s where we come in. I say we because my wife, Lisa, is my partner in our business. She is my supportive Administrative Assistant with the same vision of helping our clients toward empowerment and safety in their finances. Our clients appreciate our intentionality towards education and understanding, cultivating a safe space to talk about the taboo topic of finance, and our willingness to keep in touch throughout the year. We celebrate birthdays, weddings, and retirements well! We also mourn with losses of loved ones. We desire to journey with our clients through these moments, so they know they have someone to help them through these times. Our hope is that we can do that for you as well.