What started as an introduction to QuickBooks has turned into so much more. Deb has helped us to get on the right path. Having 4 small businesses and zero debt, I always felt comfortable, but never really had anyone ask the questions about retirement and the future. I thought we were on the right path. Man was I wrong! She starts as an advisor then I feel it turns into a coach and now I feel we’re in cheerleader mode with an exit in sight!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.