Lacking clarity on big career decisions?
Do you have a new job offer and wonder if it makes sense financially? Are you trying to figure out complicated employee benefit, stock option, or equity compensation plans? All this is stressful on top of other important priorities, such as saving for kids’ college, taking care of aging parents, and saving for retirement. We want you to feel confident in your future while living the lifestyle you want now.
Michelle Kaufman, CFA, CPWA®
With nearly 15 years of experience in finance, we guide our clients through the maze of financial choices, enabling them to feel more confident and optimistic about the future.
Make Career & Life Decisions With Confidence
You deserve to reap the rewards of smart planning