Through financial literacy, financial planning and tax consulting our team of dedicated professionals will serve you with the highest standards of ethics, knowledge and service with a value-based, holistic solution. We will align your financial goals not only with your balance sheet, but also guide you towards achieving significance in your life.
Our mission is to build an inter-generational financial road map that allows you to understand your financial goals as they relate to your personal values and beliefs, unify and simplify your consumer debt, teach you how to recapture your financing costs, plan for your predictable and unpredictable emergencies, create a risk management plan that will minimize financial devastation in the event of loss of employment, disability, illness or premature death. We will prepare you for retirement with a predictable, guaranteed paycheque and inter-generational legacy planning to ensure your wishes continue to the next generation.more...See more text
After my divorce I was looking for a new financial advisor.I didn't know where to go. Jesse was recommended to me. It was a very different experience. She asked me a lot of questions about what I wanted. I had a hard time trusting people because most advisors just wanted to know how much money I was going to give them. Jesse spent 6 hours with me explaining a lot about finances before I hired her. If you are looking for someone who knows what they are doing and actually cares, go see Exceedia
