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The Tampa Bay area is a great community with a great local feel and outstanding relationships. As Tampa residents, Tania and I fully understand how easy it is to get distracted by the day-to-day. If you feel like you're doing everything you can to meet your financial goals, but need some help putting it all together, we can help.

Our comprehensive approach will help you:

  • Understand all of the ways money touches your life
  • Figure out where you are, financially speaking
  • Establish financial goals that are in line with your values
  • Develop a step-by-step plan to take charge of your financial life

If you’re a ‘do-it-yourselfer,’ and only need a checklist that you can execute, we can help you.  No nagging phone calls, follow-ups, spam emails, or hassles.  Ever.

If you want someone to walk with you, shoulder-to-shoulder, to help make sure you’re taking the right steps, we can help you do that as well.  Our retainer relationship allows you to have full confidence that you’re putting it all together.  Even when we feel you’re on the right financial path, having an ongoing relationship allows you to reach out for competent financial advice to handle any of the challenges or opportunities life throws your way.

Have a specific question? We can answer it. Send us an e-mail.

Schedule an Initial Call