We identify where you are today and where you might like to go in the future to pave a fully customized, comprehensive path to help you get you there:
In-Depth Financial Planning | Social Impact Investing | Charitable Giving | Insurance Reviews | Employee Benefits Reviews | Tax Planning | Investment Management | Goal Setting/Planning Around Life Milestones | Estate Planning | Retirement & College Planning | Investment Advice | Asset Allocation Recommendations | ...and more
Stop second-guessing and start feeling confident that your financial plan will hold up through the years. With honest recommendations and professional advice tailored to your circumstances and goals, you can enjoy peace of mind knowing your bases are covered and your financial future is secure.
Led by Debbie Gallant, a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant®, Chartered Retirement Planning Counselor®, and Registered Life Planner, we combine experience, knowledge, passion in all that we do. We deeply value helping others and being of service -- and for us, that means making sure you reach the success you want.
Take a holistic approach to your financial health and get relief from the pain of financial distress or uncertainty. You can feel confident knowing your financial planner takes your success – personal and economic – to heart.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
This isn’t about telling you what you should do or lecturing you about your financial past or future, our goal is to help you make better financial decisions so that you can use your wealth to get more of what you want from your life.
That starts with listening to how you think and feel and identifying goals that matter to you. From there, we work as your fiduciary to give objective recommendations in your best interest.
Your financial life is complicated, and you’re busy. Even if you had the time to do your own financial planning and money management, figuring out your finances without serious expertise can feel overwhelming if not impossible to do alone.
But you don’t have to do it yourself. That’s what we’re here for. We’ll take the burden off your shoulders and make sure you not only have a sound plan, but also a safe space in which to share your thoughts, concerns, questions, and hopes for your money.
Debbie Gallant is a contributor to several publications. Click the logos below to read more.