Shoshana N.

March 22, 2020

Annie gave me a simple roadmap to securing a stable financial future for me and my future family. She opened my eyes to all the details that I was neglecting. My fiancé and I weren’t completely honest with how much money came in and went out. I now have the tools to open the lines of communication between me and my partner.

She amassed the information and materials necessary to take charge of one’s finances. She was organized, thorough with clear and concise directions. I am truly thankful for Annie’s knowledge, patience, and honesty.