D.&S. L.

We hired Jacquie in late 2011 to prepare a complete financial analysis and investment plan for us. We received a detailed plan that was customized for our situation. It was complete and easy to understand. Not only that, but Jacquie took the time to explain the report step by step and was open to questions along the way. We have peace of mind knowing we have a plan for our retirement, but most importantly, we know we can turn to Jacquie at any time to ask questions or get clarification. It is truly refreshing to know that we have an advisor who reviews our portfolio on a regular basis and gives us her recommendations. We like the fact that Jacquie is very knowledgeable and approachable. She takes the time to answer our questions and has always made us feel like an important client even though our portfolio is only an average size. We trust her advice and appreciate the personal service we have received. Jacquie is foremost a professional who cares about her clients. She is very approachable, and has taken the time to get to know us and to listen to our goals and answer our many questions.

D & J. W.

We are most pleased with your detailed outline of our financials and suggested breakdown for our retirement planning. We felt your unbiased evaluation and recommendations as a fee only planner hit the nail on the head.


While acting as Power of Attorney for my mother I consulted Jacquie for a second opinion about financial planning issues.

Jacquie quickly provided a broad overview of my concerns, printed specific examples to show the different paths I could take and offered her professional opinion on recent market trends, clearly demonstrating her wealth of experience and knowledge.

She also highlighted and summarized important points to conclude our meeting. And Jacquie did it all in one hour. I was then able to ask informed questions and deal confidently with my mother’s financial planner. It was definitely money well spent.

Jacquie was prompt, professional and a pleasure to work with on her fee for service basis. I would highly recommend her services whether you are entrusting her with your entire financial planning needs or are seeking a trusted, experienced ‘second look’.