Derek & Erin J.
We knew we had to become more financially intelligent; we set goals to understand how to budget better and ensure we were investing what we had in a way that made the most money and sense for us. To help us achieve these goals, we needed help. It was important for us to find someone we could trust, someone to help us get where we wanted (and needed) to go, and despite not having millions to invest, someone to make us feel just as important. Debbie has proven to be all of these things and more; our decision to have Debbie become our Advisor was the best financial decision we could have made. She has come into our home at the times that work for us, always organized and armed with pertinent information that impacts our plans, really listens to our needs and concerns, and checks in frequently when times are good, or not so good. We have confidence we have in place the best plan for us, and as things (personally or economically) change, we have Debbie to guide us. She is part of our financial family, and of our financial successes.