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Financial Consulting

Everyone can benefit from proactively engaging in managing their finances, and with a relatable, encouraging hand, we strive to relieve the burden felt by managing all aspects of your finances. Our guiding light is the idea that with a strong financial foundation, the sky truly is the limit for you!

Our Approach

<span>Getting to Know You</span>

Getting to Know You

Understanding needs and objectives, begin to decipher your personal finances, identify current money management behaviors, and discover your money mindset.

<span>Where You Are Now</span>

Where You Are Now

The next step is to take a critical look at how much money is coming in and where it’s all going. Doing the math reveals your cash flow and whether you are living within your means.

<span>Where You Want to Go</span>

Where You Want to Go

Together we prioritize your objectives and develop a step-by-step plan in line with your goals, comfort level, and current financial picture. 

<span>How You Are Doing</span>

How You Are Doing


<span>Where You Want to Go</span>

Where You Want to Go

Together we prioritize your objectives and develop a step-by-step plan in line with your goals, comfort level, and current financial picture. 

<span>How You Are Doing</span>

How You Are Doing


Erica is an experienced and compassionate financial professional. Schedule an introductory call with her today by using the calendar below.

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