As you know, we are a boutique financial planning firm, meaning we keep our client list small. We’re not just number crunchers; we’re your personal financial cheerleaders because we care about you 🥰.
In the New Year we will have space to take on 5 new clients – just 5. We have been working hard to free up a little space, especially as after Christmas is when people start to contemplate what epic habits they need to unleash in the new year.
If you happen to know a friend or family member who could benefit from a helping hand with their finances, we’d truly appreciate it if you could guide them in our direction.
