OUR MONEY GOALS is based on the idea that personal financial guidance should be available to all who seek it, regardless of wealth.
OUR MONEY GOALS does not dictate to our clients. We work with them side by side until the client reaches their definition of success. We see the relationship of financial counselor and client as an equal partnership working together to support the client’s financial growth and well being.
OUR MONEY GOALS offers guidance based on solid financial and ethical principles. We never sell or recommend any financial products, including insurance and investments. We adhere to the Standards of Practice as set forth by the Association for Financial Counseling, Planning and Education®.
OUR MONEY GOALS clients can count on receiving high quality, unbiased guidance based exclusively on their best interests. We work together with our clients to establish their financial goals and create a measurable action plan as a road map to their success.