top of page
Testimonials
"Thanks to Susan's guidance, we established a budget, which changed our spending habits and allowed us to pay off all consumer debt."
--Hilary K.
"Susan helped me to understand whether or not a mortgage refinance was right for me. After following her advice, it turned out the refi would save a significant amount of money over the lifetime of the loan!"
--Dana I.
"Susan's review of my retirement accounts really helped me see how to better invest in my portfolio to save for my future."
--Katy P.
Testimonials: Testimonials
bottom of page