My husband and I had had meetings with quite a few financial advisors in the past, but we never found any that were a good fit. We always felt like we were being sold to. I had a couple of meetings with Cassandra on my own and had already felt confident in her knowledge and advice (she had already started helping me even though I wasn't even a client yet!) Then my husband and I had a chance to have a meeting with Cassandra together, and we both agreed that we had found someone that actually had our family's best interests in mind. During our meeting, we felt confident in her ability to tailor her guidance to our specific financial situation and even walked away with some action steps we could implement right away even though we had not committed to working with her yet. Needless to say, we just signed up with her and look forward to having an honest, caring, and knowledgeable guide on our journey to financial freedom! I highly recommend everyone meet with her!!
Relationship to Financial Advisor: Client as of Apr 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.