Vicki Filipiak, CFP® CDFA®

Sometimes life is just messy. Life is constantly forcing us to transition and adapt, and with that comes difficult financial decisions. Are you being forced to consider retirement earlier than anticipated? Are you getting divorced? Did you lose your spouse? Are you taking care of your parents while you still have your own kids at home? These are just a few of the things that can make us feel overwhelmed and let our emotions get in the way of making good financial decisions, or no decisions at all.

You are not alone! I can help you navigate your life’s financial journey so money worries are not one of the things that keeps you awake at night. I’ve been building financial plans and managing assets since 1999 and I’d love the opportunity to work with you.