The core of our practice is holistic financial planning and personalized investment strategies.
Each of our firm’s core values begins and ends with Trust. As fiduciaries, we always act solely in our client’s best interests.
We help you manage the financial stress most people experience during life changes so you can focus on healing.
Let us empower you to have confidence in your future
by bringing clarity, understanding, and purpose to
your financial decisions.
A message from Susan:
„Creating close client relationships enables me to help my clients shift their focus from short-term worries to the long-term strategies that are designed to help them achieve their financial goals.“
Susan M. Kroger, CFP®, CDFA®, MBA
Owner & Financial Advisor
A message from Ann:
„No matter where you are in life, if you start aligning your financial decisions with your personal values, it can bring you closer, step by step, to a satisfying future.“
Ann J. Shubert, CFP®, MBA
Owner & Financial Advisor
What Fed Rates Increases Mean for Your Financial Plans
The Federal Reserve has started to fight inflation with a significant mid-June interest rate increase, and mroe are expected in the near future. With interest rates on both loans and savings likely to go up, this article gives you some ideas for adjusting your personal finances in response to the changing economic environment.Over 80% of women are solely responsible for their own finances at some point in their life.
Ref: Adviser Perspectives, “Women’s View of Wealth…,” March 2011
In 2016, 61% of Americans reported that money was a significant source of stress in their lives.
Ref: APA “Stress in America 2017 Snapshot: Coping with Change,” February 2017
Only 24% of Americans have a written financial plan.
Ref: Charles Schwab “Modern Wealth Index Findings,” June 2017
An increase of up to 29% in retirement income can result from intelligent financial planning decisions.
Ref: Morningstar Advisor “Alpha, Beta, and Now…Gamma,”Dec/Jan 2013
